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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,117 |
Filed as: M. HOLDINGS SECURITIES, INC. Service code 15 · EIN 91-1802259 | Recordkeeping | $12,126 |
ADP BROKER-DEALER2 years 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 | $48,904 | $73,933-33.9% | $96,683-49.4% | $75,163-34.9% |
| Participation rate | 87.9% | 66.4%+21.5pp | 74.3%+13.5pp | 67.2%+20.7pp |
| Annual return | 18.70% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,236 | $2,928-23.6% | $3,737-40.2% | $2,670-16.3% |
| Participant deferral / active EE | $5,321 | $3,659+45.4% | $4,878+9.1% | $4,125+29.0% |
| Admin fee / account holder | $281 | $5,216-94.6% | $6,730-95.8% | $5,651-95.0% |