Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,591 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
CADARET GRANT & CO INC4 years Filed as: CADARET , GRANT AND COMPANY Service code 49 161 OTTAWA AVE, NW · GRAND RAPIDS, MI 49503 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,381 | $79,184-4.8% | $102,438-26.4% | $74,546+1.1% |
| Participation rate | 93.0% | 74.8%+18.2pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 12.04% | 54.95%-42.9pp | 29.37%-17.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $3,608 | $2,362+52.8% | $3,024+19.3% | $2,624+37.5% |
| Participant deferral / active EE | $7,032 | $4,414+59.3% | $5,054+39.1% | $4,347+61.8% |
| Admin fee / account holder | $67 | $2,001-96.7% | $9,448-99.3% | $1,944-96.6% |