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 6-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 |
|---|---|---|
NATIONAL ASSET MANAGEMENT2 years Filed as: NATIONAL ASSET MANAGEMENT, INC. Service code 15 · EIN 91-1648671 | Recordkeeping | $7,286 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,671 | $86,655-84.2% | $119,609-88.6% | $66,914-79.6% |
| Participation rate | 91.4% | 75.6%+15.9pp | 79.3%+12.2pp | 69.8%+21.6pp |
| Annual return | -12.92% | -8.00%-4.9pp | -14.97%+2.0pp | 1.58%-14.5pp |
| Employer contribution / active EE | $465 | $2,536-81.7% | $4,232-89.0% | $2,544-81.7% |
| Participant deferral / active EE | $2,926 | $4,358-32.9% | $5,602-47.8% | $4,237-30.9% |
| Admin fee / account holder | $33 | $755-95.7% | $10,323-99.7% | $593-94.5% |