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 5-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,167 |
Filed as: ELLINGSON AND ELLINGSON LTD Service code 10 5101 VERNON AVE · EDINA, MN 55636 | Accounting | $6,200 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,943 | $101,317+2.6% | $146,958-29.3% | $74,495+39.5% |
| Participation rate | 80.2% | 75.5%+4.6pp | 82.2%-2.0pp | 67.2%+13.0pp |
| Annual return | 14.73% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,352 | $3,810-64.5% | $4,933-72.6% | $2,623-48.5% |
| Participant deferral / active EE | $15,321 | $7,303+109.8% | $8,070+89.8% | $4,346+252.5% |
| Admin fee / account holder | $260 | $1,739-85.1% | $12,998-98.0% | $1,942-86.6% |