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 | $5,419 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS Service code 49 1 EXECUITVE COURT · SOUTH BARRINGTON, IL 60010 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,165 | $69,477-39.3% | $94,646-55.4% | $71,457-41.0% |
| Participation rate | 92.3% | 78.4%+13.9pp | 80.8%+11.5pp | 67.9%+24.4pp |
| Annual return | 14.77% | 29.66%-14.9pp | 156.71%-141.9pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,753 | $2,853-38.6% | $3,672-52.3% | $2,588-32.3% |
| Participant deferral / active EE | $5,625 | $7,345-23.4% | $7,418-24.2% | $4,289+31.1% |
| Admin fee / account holder | $24 | $1,210-98.0% | $7,231-99.7% | $1,587-98.5% |