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 |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,917 |
HARDY REED LLC5 years Filed as: HARDY REED CAPITAL ADVISORS, LLC Service code 15 · EIN 20-5400340 | Recordkeeping | $31,307 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $60,517 | $108,549-44.2% | $156,263-61.3% | $85,563-29.3% |
| Participation rate | 69.8% | 77.1%-7.3pp | 78.9%-9.1pp | 66.0%+3.9pp |
| Annual return | 17.86% | 21.79%-3.9pp | 59.47%-41.6pp | 31.51%-13.6pp |
| Employer contribution / active EE | $2,473 | $2,690-8.1% | $4,333-42.9% | $2,654-6.8% |
| Participant deferral / active EE | $4,760 | $4,800-0.8% | $6,158-22.7% | $4,375+8.8% |
| Admin fee / account holder | $204 | $650-68.6% | $14,255-98.6% | $834-75.5% |