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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,098 |
Filed as: THE PATRIOT FNCL GRP INSUR. AGENCY, Service code 15 · EIN 90-0138117 | Recordkeeping | $22,539 |
ADP BROKER-DEALER10+ 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 | $50,708 | $106,028-52.2% | $146,958-65.5% | $77,643-34.7% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 15.57% | 56.73%-41.2pp | 418.34%-402.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $2,298 | $4,063-43.4% | $4,933-53.4% | $2,726-15.7% |
| Participant deferral / active EE | $4,742 | $7,990-40.7% | $8,070-41.2% | $4,647+2.0% |
| Admin fee / account holder | $264 | $337-21.9% | $12,998-98.0% | $430-38.8% |