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 10-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $87,683 |
Service code 15 · EIN 61-1768371 | Recordkeeping | $27,960 |
WATER OAK ADVISORS3 years Filed as: WATER STREET FINANCIAL, LLC Service code 15 · EIN 47-5379622 | Recordkeeping | $8,264 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,643 | $66,457-67.4% | $81,438-73.4% | $77,671-72.1% |
| Participation rate | 96.7% | 68.7%+27.9pp | 69.5%+27.2pp | 70.6%+26.1pp |
| Annual return | 13.01% | 15.93%-2.9pp | 24.74%-11.7pp | 31.21%-18.2pp |
| Employer contribution / active EE | $2,384 | $2,159+10.4% | $2,460-3.1% | $2,726-12.5% |
| Participant deferral / active EE | $3,886 | $3,679+5.6% | $3,883+0.1% | $4,648-16.4% |
| Admin fee / account holder | $206 | $583-64.7% | $5,764-96.4% | $430-52.2% |