See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $39,388 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,167 | $108,719-61.2% | $101,326-58.4% | $85,563-50.7% |
| Participation rate | 48.5% | 80.9%-32.4pp | 81.5%-33.0pp | 66.0%-17.5pp |
| Annual return | 23.09% | 20.95%+2.1pp | 36.82%-13.7pp | 31.51%-8.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,738 | $8,545-44.6% | $7,994-40.7% | $4,375+8.3% |
| Admin fee / account holder | $182 | $685-73.4% | $11,185-98.4% | $834-78.2% |