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 7-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,881 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $11,409 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,365 | $84,487-41.6% | $125,339-60.6% | $66,914-26.2% |
| Participation rate | 93.0% | 76.4%+16.6pp | 82.4%+10.7pp | 69.8%+23.2pp |
| Annual return | -19.89% | -8.39%-11.5pp | 572.05%-591.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $5,625 | $3,553+58.3% | $4,814+16.8% | $2,544+121.1% |
| Participant deferral / active EE | $9,086 | $6,781+34.0% | $7,446+22.0% | $4,237+114.5% |
| Admin fee / account holder | $227 | $685-66.9% | $10,010-97.7% | $593-61.7% |