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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC5 years Service code 15 · EIN 82-3226180 | Recordkeeping | $9,109 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,089 |
Employer contribution per participant 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 | $53,753 | $78,976-31.9% | $100,383-46.5% | $74,546-27.9% |
| Participation rate | 91.8% | 79.5%+12.3pp | 81.5%+10.3pp | 67.2%+24.6pp |
| Annual return | 16.18% | 20.62%-4.4pp | 49.26%-33.1pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $715 | $3,019-76.3% | $3,944-81.9% | $2,624-72.8% |
| Participant deferral / active EE | $6,846 | $7,758-11.7% | $8,086-15.3% | $4,347+57.5% |
| Admin fee / account holder | $49 | $1,330-96.3% | $7,900-99.4% | $1,944-97.5% |