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 5-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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,231 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $16,347 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $61,325 | $100,227-38.8% | $169,993-63.9% | $74,419-17.6% |
| Participation rate | 69.2% | 87.3%-18.1pp | 87.0%-17.8pp | 70.7%-1.5pp |
| Annual return | 20.71% | 66.08%-45.4pp | 53.37%-32.7pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,052 | $4,263-28.4% | $6,785-55.0% | $2,637+15.7% |
| Participant deferral / active EE | $6,084 | $7,143-14.8% | $10,408-41.5% | $4,528+34.4% |
| Admin fee / account holder | $188 | $234-20.0% | $12,815-98.5% | $348-46.1% |