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 |
|---|---|---|
CARY KANE LLP2 years Filed as: CARY ST PARTNERS INVESTMENT ADVISOR Service code 15 · EIN 26-0070474 | Recordkeeping | $26,667 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,382 | $73,638-31.6% | $95,952-47.5% | $73,488-31.4% |
| Participation rate | 94.7% | 76.2%+18.5pp | 77.1%+17.6pp | 70.7%+24.0pp |
| Annual return | 14.84% | 16.78%-1.9pp | 91.61%-76.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,322 | $1,863+24.6% | $2,541-8.6% | $2,270+2.3% |
| Participant deferral / active EE | $6,609 | $3,617+82.7% | $4,167+58.6% | $3,740+76.7% |
| Admin fee / account holder | $282 | $482-41.4% | $6,795-95.8% | $513-44.9% |