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 9-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 |
|---|---|---|
EAGLEVIEW ADVISORS, INC.1 year Service code 15 · EIN 38-3802854 | Recordkeeping | $10,310 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,231 |
ADP BROKER-DEALER1 year 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 | $52,525 | $101,499-48.3% | $147,005-64.3% | $74,546-29.5% |
| Participation rate | 70.5% | 75.5%-5.1pp | 82.2%-11.7pp | 67.2%+3.2pp |
| Annual return | 16.67% | 8732.34%-8715.7pp | 418.76%-402.1pp | 1366.03%-1349.4pp |
| Employer contribution / active EE | $4,189 | $3,811+9.9% | $4,934-15.1% | $2,624+59.6% |
| Participant deferral / active EE | $7,588 | $7,304+3.9% | $8,070-6.0% | $4,347+74.5% |
| Admin fee / account holder | $229 | $1,748-86.9% | $13,006-98.2% | $1,944-88.2% |