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 9-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 |
|---|---|---|
THE DAVID J. YVARS GROUP5 years Filed as: THE DAVID J YVARS GROUP Service code 15 · EIN 20-0753496 | Recordkeeping | $40,879 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,057 | $106,110-53.8% | $147,005-66.6% | $77,671-36.8% |
| Participation rate | 64.5% | 78.4%-13.9pp | 82.2%-17.6pp | 70.6%-6.0pp |
| Annual return | 23.62% | 56.77%-33.2pp | 418.76%-395.1pp | 31.21%-7.6pp |
| Employer contribution / active EE | $2,167 | $4,065-46.7% | $4,934-56.1% | $2,726-20.5% |
| Participant deferral / active EE | $7,023 | $7,992-12.1% | $8,070-13.0% | $4,648+51.1% |
| Admin fee / account holder | $195 | $338-42.2% | $13,006-98.5% | $430-54.7% |