Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,468 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $50,649 |
COHNREZNICK LLP1 year Service code 15 · EIN 22-1478099 | Recordkeeping | $12,600 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,974 | $89,465-12.8% | $164,866-52.7% | $77,671+0.4% |
| Participation rate | 92.4% | 78.6%+13.8pp | 78.6%+13.8pp | 70.6%+21.8pp |
| Annual return | 17.70% | 28.81%-11.1pp | 69.97%-52.3pp | 31.21%-13.5pp |
| Employer contribution / active EE | $2,562 | $2,568-0.2% | $4,343-41.0% | $2,726-6.0% |
| Participant deferral / active EE | $5,538 | $4,897+13.1% | $6,033-8.2% | $4,648+19.2% |
| Admin fee / account holder | $183 | $340-46.2% | $12,689-98.6% | $430-57.6% |