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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,715 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 49 · EIN 93-0987232 | 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 | $50,203 | $88,634-43.4% | $101,326-50.5% | $74,304-32.4% |
| Participation rate | 93.1% | 76.9%+16.2pp | 81.5%+11.6pp | 60.3%+32.7pp |
| Annual return | 13.55% | 33.10%-19.5pp | 36.82%-23.3pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,758 | $2,930-40.0% | $3,665-52.0% | $2,241-21.6% |
| Participant deferral / active EE | $5,948 | $7,322-18.8% | $7,994-25.6% | $3,767+57.9% |
| Admin fee / account holder | $40 | $2,425-98.4% | $11,185-99.6% | $2,969-98.7% |