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 6-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,605 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,190 |
ADP BROKER-DEALER4+ 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.
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 | $18,511 | $65,435-71.7% | $86,677-78.6% | $66,914-72.3% |
| Participation rate | 62.9% | 75.5%-12.6pp | 76.6%-13.7pp | 69.8%-6.9pp |
| Annual return | -20.42% | -10.89%-9.5pp | 35.91%-56.3pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,915 | $2,153-11.1% | $2,836-32.5% | $2,544-24.7% |
| Participant deferral / active EE | $3,169 | $4,100-22.7% | $4,656-31.9% | $4,237-25.2% |
| Admin fee / account holder | $107 | $642-83.3% | $7,493-98.6% | $593-81.9% |