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 9-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,593 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 15 · EIN 82-1364595 | Recordkeeping | $12,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,222 | $96,484-52.1% | $156,263-70.4% | $74,304-37.8% |
| Participation rate | 79.0% | 67.7%+11.3pp | 78.9%+0.1pp | 60.3%+18.7pp |
| Annual return | 15.14% | 17.73%-2.6pp | 59.47%-44.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,030 | $2,528-59.3% | $4,333-76.2% | $2,241-54.0% |
| Participant deferral / active EE | $4,920 | $4,286+14.8% | $6,158-20.1% | $3,767+30.6% |
| Admin fee / account holder | $249 | $3,728-93.3% | $14,255-98.3% | $2,969-91.6% |