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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,895 |
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP Service code 15 · EIN 46-4255096 | Recordkeeping | $54,607 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,481 | $106,028-61.8% | $146,958-72.5% | $77,643-47.9% |
| Participation rate | 85.4% | 78.4%+7.0pp | 82.2%+3.2pp | 70.6%+14.8pp |
| Annual return | 29.92% | 56.73%-26.8pp | 418.34%-388.4pp | 31.24%-1.3pp |
| Employer contribution / active EE | $3,833 | $4,063-5.7% | $4,933-22.3% | $2,726+40.6% |
| Participant deferral / active EE | $8,324 | $7,990+4.2% | $8,070+3.1% | $4,647+79.1% |
| Admin fee / account holder | $224 | $337-33.8% | $12,998-98.3% | $430-48.1% |