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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $116,889 |
Filed as: STONEHILL FIDCUCIARY MANAGEMENT Service code 15 · EIN 45-5608425 | Recordkeeping | $25,000 |
ADP BROKER-DEALER6 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 | $129,637 | $96,484+34.4% | $156,263-17.0% | $74,304+74.5% |
| Participation rate | 88.6% | 67.7%+20.9pp | 78.9%+9.7pp | 60.3%+28.3pp |
| Annual return | 23.46% | 17.73%+5.7pp | 59.47%-36.0pp | 29.43%-6.0pp |
| Employer contribution / active EE | $3,347 | $2,528+32.4% | $4,333-22.8% | $2,241+49.4% |
| Participant deferral / active EE | $7,394 | $4,286+72.5% | $6,158+20.1% | $3,767+96.3% |
| Admin fee / account holder | $237 | $3,728-93.7% | $14,255-98.3% | $2,969-92.0% |