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 | $24,042 |
RAPHAEL AND RAPHAEL, LLP9+ years Service code 15 · EIN 04-2206126 | Recordkeeping | $10,250 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.9+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,102 | $27,839-2.6% | $58,482-53.7% | $71,457-62.1% |
| Participation rate | 87.2% | 34.5%+52.6pp | 50.9%+36.3pp | 67.9%+19.2pp |
| Annual return | 18.11% | 26.81%-8.7pp | 4239.32%-4221.2pp | 28.85%-10.7pp |
| Employer contribution / active EE | $967 | $631+53.2% | $1,053-8.2% | $2,588-62.6% |
| Participant deferral / active EE | $2,857 | $1,206+136.9% | $1,924+48.5% | $4,289-33.4% |
| Admin fee / account holder | $117 | $1,641-92.9% | $2,516-95.4% | $1,587-92.7% |