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 | $12,821 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 49 100 MADISON STREET, ATTN BD · SYRACUSE, NY 13202 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,112 | $72,254-22.3% | $86,677-35.3% | $64,808-13.4% |
| Participation rate | 96.2% | 80.4%+15.7pp | 76.6%+19.6pp | 71.5%+24.7pp |
| Annual return | -16.23% | 392.42%-408.7pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,481 | $2,393+3.7% | $2,836-12.5% | $2,506-1.0% |
| Participant deferral / active EE | $3,703 | $4,658-20.5% | $4,656-20.5% | $4,310-14.1% |
| Admin fee / account holder | $28 | $174-84.1% | $7,493-99.6% | $188-85.3% |