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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,831 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $42,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,908 | $131,799+48.6% | $200,582-2.3% | $85,563+129.0% |
| Participation rate | 96.0% | 87.9%+8.1pp | 86.9%+9.1pp | 66.0%+30.0pp |
| Annual return | 18.58% | 21.59%-3.0pp | 42.33%-23.8pp | 31.51%-12.9pp |
| Employer contribution / active EE | $6,834 | $4,532+50.8% | $6,419+6.5% | $2,654+157.5% |
| Participant deferral / active EE | $16,675 | $7,702+116.5% | $9,331+78.7% | $4,375+281.1% |
| Admin fee / account holder | $232 | $235-1.3% | $16,305-98.6% | $834-72.2% |