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 |
|---|---|---|
Filed as: HD VEST INVESTMENT SECURITIES, INC. Service code 15 · EIN 75-1869963 | Recordkeeping | $10,807 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,159 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,148 | $72,254+5.4% | $86,677-12.1% | $64,808+17.5% |
| Participation rate | 68.1% | 80.4%-12.3pp | 76.6%-8.5pp | 71.5%-3.4pp |
| Annual return | 63.02% | 392.42%-329.4pp | 35.91%+27.1pp | 32.82%+30.2pp |
| Employer contribution / active EE | $1,965 | $2,393-17.9% | $2,836-30.7% | $2,506-21.6% |
| Participant deferral / active EE | $3,515 | $4,658-24.5% | $4,656-24.5% | $4,310-18.4% |
| Admin fee / account holder | $72 | $174-58.8% | $7,493-99.0% | $188-61.9% |