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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,704 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $48 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO, INC Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,902 | $119,446+12.1% | $150,045-10.8% | $85,563+56.5% |
| Participation rate | 98.1% | 75.4%+22.7pp | 82.3%+15.8pp | 66.0%+32.2pp |
| Annual return | 17.94% | 23.72%-5.8pp | 62.55%-44.6pp | 31.51%-13.6pp |
| Employer contribution / active EE | $5,493 | $4,078+34.7% | $4,693+17.0% | $2,654+107.0% |
| Participant deferral / active EE | $11,093 | $7,985+38.9% | $7,997+38.7% | $4,375+153.5% |
| Admin fee / account holder | $138 | $548-74.9% | $13,435-99.0% | $834-83.5% |