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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,394 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITABLE ADVISORS LLC3 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 | $52,115 | $99,078-47.4% | $96,544-46.0% | $74,419-30.0% |
| Participation rate | 93.9% | 80.7%+13.2pp | 76.0%+17.9pp | 70.7%+23.2pp |
| Annual return | 16.60% | 22.48%-5.9pp | 25.84%-9.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,061 | $2,570+19.1% | $2,965+3.2% | $2,637+16.0% |
| Participant deferral / active EE | $3,158 | $4,933-36.0% | $4,851-34.9% | $4,528-30.3% |
| Admin fee / account holder | $33 | $225-85.3% | $8,252-99.6% | $348-90.5% |