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 |
|---|---|---|
FOSTER & WOOD4 years Service code 15 · EIN 46-0867108 | Recordkeeping | $16,135 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,888 |
ADP BROKER-DEALER8+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,029 | $50,199-34.2% | $70,092-52.9% | $66,914-50.6% |
| Participation rate | 39.7% | 66.3%-26.7pp | 70.5%-30.8pp | 69.8%-30.1pp |
| Annual return | -18.35% | -13.85%-4.5pp | 190.73%-209.1pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,117 | $1,864-40.1% | $2,559-56.4% | $2,544-56.1% |
| Participant deferral / active EE | $2,347 | $3,112-24.6% | $3,849-39.0% | $4,237-44.6% |
| Admin fee / account holder | $127 | $600-78.8% | $6,267-98.0% | $593-78.6% |