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 | $15,000 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,355 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,224 | $65,435-4.9% | $86,677-28.2% | $66,914-7.0% |
| Participation rate | 61.7% | 75.5%-13.7pp | 76.6%-14.8pp | 69.8%-8.1pp |
| Annual return | -12.76% | -10.89%-1.9pp | 35.91%-48.7pp | 1.58%-14.3pp |
| Employer contribution / active EE | $799 | $2,153-62.9% | $2,836-71.8% | $2,544-68.6% |
| Participant deferral / active EE | $2,475 | $4,100-39.6% | $4,656-46.8% | $4,237-41.6% |
| Admin fee / account holder | $170 | $642-73.5% | $7,493-97.7% | $593-71.4% |