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 |
|---|---|---|
CHANNEL WEALTH LLC2 years Service code 15 · EIN 84-2475389 | Recordkeeping | $20,393 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,154 |
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 | $23,127 | $29,548-21.7% | $56,411-59.0% | $77,643-70.2% |
| Participation rate | 56.8% | 32.7%+24.1pp | 52.5%+4.3pp | 70.6%-13.8pp |
| Annual return | 15.26% | 19.01%-3.8pp | 1701.33%-1686.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,430 | $568+151.9% | $1,039+37.7% | $2,726-47.5% |
| Participant deferral / active EE | $2,907 | $1,061+174.1% | $1,952+48.9% | $4,647-37.4% |
| Admin fee / account holder | $90 | $1,046-91.4% | $2,829-96.8% | $430-79.1% |