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 8-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,575 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $19,813 |
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 | $62,343 | $54,193+15.0% | $93,654-33.4% | $77,671-19.7% |
| Participation rate | 59.0% | 63.9%-4.9pp | 68.7%-9.7pp | 70.6%-11.6pp |
| Annual return | 15.50% | 30.54%-15.0pp | 133.34%-117.8pp | 31.21%-15.7pp |
| Employer contribution / active EE | $2,099 | $1,168+79.7% | $2,421-13.3% | $2,726-23.0% |
| Participant deferral / active EE | $4,989 | $3,144+58.7% | $4,413+13.1% | $4,648+7.3% |
| Admin fee / account holder | $117 | $576-79.6% | $8,282-98.6% | $430-72.8% |