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 | $7,763 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS Service code 49 1 EXECUITVE COURT · SOUTH BARRINGTON, IL 60010 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,223 | $79,013-37.7% | $100,391-51.0% | $74,495-33.9% |
| Participation rate | 91.8% | 79.5%+12.3pp | 81.5%+10.3pp | 67.2%+24.6pp |
| Annual return | 14.30% | 20.41%-6.1pp | 49.20%-34.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,815 | $3,021-39.9% | $3,942-54.0% | $2,623-30.8% |
| Participant deferral / active EE | $6,508 | $7,760-16.1% | $8,082-19.5% | $4,346+49.8% |
| Admin fee / account holder | $35 | $1,320-97.3% | $7,899-99.6% | $1,942-98.2% |