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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,988 |
Filed as: THE PATRIOT FNCL GRP INSUR. AGENCY, Service code 15 · EIN 90-0138117 | Recordkeeping | $24,793 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 15 · EIN 47-0648506 | Recordkeeping | $17,828 |
ADP BROKER-DEALER9+ 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 | $38,458 | $95,274-59.6% | $135,903-71.7% | $74,419-48.3% |
| Participation rate | 93.7% | 78.2%+15.5pp | 81.9%+11.8pp | 70.7%+23.0pp |
| Annual return | 17.83% | 32.77%-14.9pp | 68.23%-50.4pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,851 | $3,874-52.2% | $4,856-61.9% | $2,637-29.8% |
| Participant deferral / active EE | $3,720 | $7,782-52.2% | $7,758-52.1% | $4,528-17.8% |
| Admin fee / account holder | $265 | $266-0.4% | $10,762-97.5% | $348-23.8% |