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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,577 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $19,005 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $34,756 | $53,165-34.6% | $86,188-59.7% | $74,419-53.3% |
| Participation rate | 81.9% | 64.9%+17.1pp | 69.0%+13.0pp | 70.7%+11.2pp |
| Annual return | 14.83% | 22.64%-7.8pp | 1168.45%-1153.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $39 | $1,210-96.8% | $2,380-98.4% | $2,637-98.5% |
| Participant deferral / active EE | $3,733 | $3,234+15.4% | $3,985-6.3% | $4,528-17.5% |
| Admin fee / account holder | $270 | $551-51.0% | $6,852-96.1% | $348-22.3% |