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 | $54,517+174.3% | $75,972+96.8% | $74,495+100.7% |
| Participation rate | 88.5% | 60.3%+28.1pp | 69.1%+19.4pp | 67.2%+21.3pp |
| Annual return | 13.25% | 31.82%-18.6pp | 359.55%-346.3pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,249 | $1,777+139.1% | $2,685+58.3% | $2,623+62.0% |
| Participant deferral / active EE | $6,728 | $3,066+119.5% | $4,255+58.1% | $4,346+54.8% |
| Admin fee / account holder | $177 | $2,229-92.1% | $6,467-97.3% | $1,942-90.9% |