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 |
|---|---|---|
DRIVE WEALTH ADVISERS1 year Filed as: DRIVE WEALTH MANAGEMENT Service code 15 · EIN 47-2841185 | Recordkeeping | $12,781 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,420 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,527 | $86,929-71.8% | $102,423-76.1% | $80,856-69.7% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.7pp | 67.6%+28.6pp |
| Annual return | 14.98% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,735 | $2,369+57.6% | $3,023+23.5% | $2,755+35.6% |
| Participant deferral / active EE | $8,847 | $4,118+114.8% | $5,053+75.1% | $4,296+106.0% |
| Admin fee / account holder | $94 | $8,049-98.8% | $9,451-99.0% | $6,918-98.6% |