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 | $8,537 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC4 years Service code 49 114 STATE STREET · BOSTON, MA 02109 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,427 | $89,465+13.4% | $164,866-38.5% | $77,671+30.6% |
| Participation rate | 88.2% | 78.6%+9.6pp | 78.6%+9.6pp | 70.6%+17.6pp |
| Annual return | 13.73% | 28.81%-15.1pp | 69.97%-56.2pp | 31.21%-17.5pp |
| Employer contribution / active EE | $2,395 | $2,568-6.7% | $4,343-44.8% | $2,726-12.2% |
| Participant deferral / active EE | $4,382 | $4,897-10.5% | $6,033-27.4% | $4,648-5.7% |
| Admin fee / account holder | $28 | $340-91.7% | $12,689-99.8% | $430-93.5% |