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 |
|---|---|---|
TORRILLO & ASSOCIATES, LLC2 years Service code 15 · EIN 83-0414789 | Recordkeeping | $11,756 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,325 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
RBC WEALTH MANAGEMENT4 years Service code 49 3000 ATRIUM WAY · MT LAUREL, NJ 08054 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,926 | $99,957+9.0% | $149,696-27.2% | $73,488+48.2% |
| Participation rate | 72.3% | 75.7%-3.4pp | 82.5%-10.1pp | 70.7%+1.7pp |
| Annual return | 14.51% | 53.87%-39.4pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,933 | $3,191-39.4% | $4,644-58.4% | $2,270-14.9% |
| Participant deferral / active EE | $4,968 | $6,073-18.2% | $6,842-27.4% | $3,740+32.8% |
| Admin fee / account holder | $67 | $551-87.8% | $9,309-99.3% | $513-86.9% |