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 |
|---|---|---|
Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $38,084 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,216 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $16,628 | $52,122-68.1% | $104,294-84.1% | $64,808-74.3% |
| Participation rate | 81.5% | 56.0%+25.5pp | 73.3%+8.2pp | 71.5%+10.0pp |
| Annual return | -17.03% | 13.26%-30.3pp | 24.61%-41.6pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,256 | $1,627-22.8% | $3,372-62.8% | $2,506-49.9% |
| Participant deferral / active EE | $2,034 | $2,823-28.0% | $4,625-56.0% | $4,310-52.8% |
| Admin fee / account holder | $65 | $155-58.1% | $7,339-99.1% | $188-65.5% |