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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,401 |
M HOLDINGS SECURITIES INC3+ years Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $17,286 |
ADP BROKER-DEALER1 year 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 | $20,461 | $98,727-79.3% | $113,168-81.9% | $85,563-76.1% |
| Participation rate | 95.4% | 80.8%+14.6pp | 76.6%+18.8pp | 66.0%+29.4pp |
| Annual return | 22.99% | 17.43%+5.6pp | 24.27%-1.3pp | 31.51%-8.5pp |
| Employer contribution / active EE | $1,385 | $2,907-52.4% | $2,975-53.5% | $2,654-47.8% |
| Participant deferral / active EE | $4,564 | $5,424-15.9% | $5,107-10.6% | $4,375+4.3% |
| Admin fee / account holder | $189 | $357-47.1% | $12,068-98.4% | $834-77.4% |