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 3-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 |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT2+ years Filed as: SEIA LLC Service code 15 · EIN 95-4806910 | Recordkeeping | $80,740 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $80,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,156 | $106,028-37.6% | $146,958-55.0% | $77,643-14.8% |
| Participation rate | 95.6% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 22.03% | 56.73%-34.7pp | 418.34%-396.3pp | 31.24%-9.2pp |
| Employer contribution / active EE | $5,575 | $4,063+37.2% | $4,933+13.0% | $2,726+104.5% |
| Participant deferral / active EE | $11,829 | $7,990+48.0% | $8,070+46.6% | $4,647+154.5% |
| Admin fee / account holder | $163 | $337-51.7% | $12,998-98.7% | $430-62.1% |