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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,502 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $22,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,107 | $29,548+35.7% | $56,411-28.9% | $77,643-48.3% |
| Participation rate | 94.7% | 32.7%+62.1pp | 52.5%+42.3pp | 70.6%+24.2pp |
| Annual return | 15.75% | 19.01%-3.3pp | 1701.33%-1685.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $994 | $568+75.2% | $1,039-4.3% | $2,726-63.5% |
| Participant deferral / active EE | $2,488 | $1,061+134.5% | $1,952+27.5% | $4,647-46.5% |
| Admin fee / account holder | $185 | $1,046-82.3% | $2,829-93.5% | $430-57.1% |