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 |
|---|---|---|
401K ADVISORS INC8 years Service code 15 · EIN 33-0905143 | Recordkeeping | $35,024 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,428 |
ADP BROKER-DEALER10+ 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 | $149,542 | $54,558+174.1% | $76,002+96.8% | $74,546+100.6% |
| Participation rate | 88.5% | 60.3%+28.2pp | 69.1%+19.4pp | 67.2%+21.3pp |
| Annual return | 13.25% | 31.83%-18.6pp | 360.07%-346.8pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $4,249 | $1,778+139.0% | $2,688+58.1% | $2,624+61.9% |
| Participant deferral / active EE | $6,728 | $3,065+119.5% | $4,257+58.1% | $4,347+54.8% |
| Admin fee / account holder | $177 | $2,232-92.1% | $6,414-97.2% | $1,944-90.9% |