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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,050 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $26,311 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,294 | $88,890-55.8% | $102,423-61.6% | $77,643-49.4% |
| Participation rate | 76.7% | 80.9%-4.2pp | 76.5%+0.2pp | 70.6%+6.1pp |
| Annual return | 18.86% | 24.98%-6.1pp | 29.32%-10.5pp | 31.24%-12.4pp |
| Employer contribution / active EE | $3,045 | $2,698+12.9% | $3,023+0.7% | $2,726+11.7% |
| Participant deferral / active EE | $4,409 | $5,145-14.3% | $5,053-12.7% | $4,647-5.1% |
| Admin fee / account holder | $226 | $235-4.1% | $9,451-97.6% | $430-47.5% |