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 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,928 | $65,409-29.8% | $98,442-53.3% | $85,850-46.5% |
| Participation rate | 71.1% | 65.0%+6.1pp | 73.3%-2.3pp | 69.3%+1.7pp |
| Annual return | 11.72% | 21.76%-10.0pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,821 | $2,168-16.0% | $2,960-38.5% | $2,565-29.0% |
| Participant deferral / active EE | $2,345 | $3,166-25.9% | $4,276-45.2% | $3,952-40.7% |
| Admin fee / account holder | $231 | $4,593-95.0% | $5,949-96.1% | $6,260-96.3% |