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 |
|---|---|---|
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 15 · EIN 36-3258176 | Recordkeeping | $55,615 |
ALIGN COMMUNICATIONS, INC.6 years Service code 15 · EIN 13-3363996 | Recordkeeping | $14,250 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,745 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,756 | $101,317-7.5% | $146,958-36.2% | $74,495+25.9% |
| Participation rate | 97.1% | 75.5%+21.6pp | 82.2%+15.0pp | 67.2%+29.9pp |
| Annual return | 16.19% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,933 | $3,810-23.0% | $4,933-40.6% | $2,623+11.8% |
| Participant deferral / active EE | $8,421 | $7,303+15.3% | $8,070+4.4% | $4,346+93.8% |
| Admin fee / account holder | $286 | $1,739-83.6% | $12,998-97.8% | $1,942-85.3% |