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 Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return 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 | $107,942 | $65,390+65.1% | $169,368-36.3% | $71,457+51.1% |
| Participation rate | 74.3% | 67.0%+7.4pp | 77.1%-2.8pp | 67.9%+6.4pp |
| Annual return | -0.31% | 21.31%-21.6pp | 405.60%-405.9pp | 28.85%-29.2pp |
| Employer contribution / active EE | $6,989 | $2,079+236.2% | $4,013+74.2% | $2,588+170.1% |
| Participant deferral / active EE | $15,094 | $4,367+245.6% | $6,221+142.6% | $4,289+251.9% |
| Admin fee / account holder | $15 | $1,324-98.9% | $9,003-99.8% | $1,587-99.1% |