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 3-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,897 |
Filed as: THE PATRIOT FNCL GRP INSUR. AGENCY, Service code 15 · EIN 90-0138117 | Recordkeeping | $25,378 |
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 | $26,899 | $62,688-57.1% | $178,014-84.9% | $77,671-65.4% |
| Participation rate | 67.6% | 66.9%+0.7pp | 77.1%-9.5pp | 70.6%-3.0pp |
| Annual return | 33.51% | 16.16%+17.4pp | 294.80%-261.3pp | 31.21%+2.3pp |
| Employer contribution / active EE | $2,909 | $1,912+52.2% | $3,950-26.3% | $2,726+6.7% |
| Participant deferral / active EE | $5,337 | $4,224+26.4% | $6,276-15.0% | $4,648+14.8% |
| Admin fee / account holder | $173 | $386-55.1% | $10,362-98.3% | $430-59.8% |