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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,950 |
WILLIAM BLAIR5 years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $20,006 |
Filed as: CONSOLIDATED PORTFOLIO REVIEW Service code 15 · EIN 11-3039703 | Recordkeeping | $10,000 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,269 | $77,643-85.5% | - | $77,643-85.5% |
| Participation rate | 80.4% | 70.6%+9.8pp | - | 70.6%+9.8pp |
| Annual return | 9.78% | 31.24%-21.5pp | - | 31.24%-21.5pp |
| Employer contribution / active EE | $0 | $2,726-100.0% | - | $2,726-100.0% |
| Participant deferral / active EE | $2,843 | $4,647-38.8% | - | $4,647-38.8% |
| Admin fee / account holder | $88 | $430-79.6% | - | $430-79.6% |