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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,539 |
WILLIAM BLAIR4 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $30,000 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $8,574 | $56,638-84.9% | $169,368-94.9% | $74,419-88.5% |
| Participation rate | 79.7% | 67.5%+12.2pp | 77.1%+2.6pp | 70.7%+9.0pp |
| Annual return | 18.92% | 24.75%-5.8pp | 405.60%-386.7pp | 34.38%-15.5pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,685 | $4,223-36.4% | $6,221-56.8% | $4,528-40.7% |
| Admin fee / account holder | $81 | $307-73.6% | $9,003-99.1% | $348-76.7% |