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 |
|---|---|---|
PW PARTNERS1 year Filed as: PARTNERS Service code 15 · EIN 95-4485080 | Recordkeeping | $9,658 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $95 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,212 | $63,764+63.4% | $81,930+27.2% | $79,858+30.5% |
| Participation rate | 48.8% | 67.5%-18.7pp | 72.0%-23.2pp | 69.6%-20.9pp |
| Annual return | 13.51% | 22.66%-9.1pp | 29.49%-16.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $13 | $1,795-99.3% | $4,310-99.7% | $2,471-99.5% |
| Participant deferral / active EE | $2,947 | $2,780+6.0% | $7,107-58.5% | $3,740-21.2% |
| Admin fee / account holder | $171 | $4,426-96.1% | $5,158-96.7% | $5,306-96.8% |