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 | $45,895 |
OSAIC WEALTH INC1 year Service code 15 · EIN 93-0987232 | Recordkeeping | $18,509 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 15 · EIN 47-0648506 | Recordkeeping | $16,292 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,020 | $129,021+47.3% | $184,203+3.2% | $77,643+144.7% |
| Participation rate | 91.6% | 87.3%+4.2pp | 86.8%+4.7pp | 70.6%+21.0pp |
| Annual return | 17.74% | 33.27%-15.5pp | 28.81%-11.1pp | 31.24%-13.5pp |
| Employer contribution / active EE | $6,902 | $4,413+56.4% | $6,427+7.4% | $2,726+153.2% |
| Participant deferral / active EE | $16,587 | $7,297+127.3% | $9,131+81.6% | $4,647+256.9% |
| Admin fee / account holder | $239 | $254-6.0% | $13,901-98.3% | $430-44.5% |