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 | $29,728 |
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $20,815 |
Annual investment return 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 | $51,897 | $51,045+1.7% | $70,515-26.4% | $71,457-27.4% |
| Participation rate | 87.3% | 59.4%+27.8pp | 68.3%+18.9pp | 67.9%+19.3pp |
| Annual return | 12.50% | 42.63%-30.1pp | 32.77%-20.3pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,756 | $1,790-1.9% | $2,973-40.9% | $2,588-32.1% |
| Participant deferral / active EE | $4,566 | $3,026+50.9% | $4,5670% | $4,289+6.5% |
| Admin fee / account holder | $228 | $1,994-88.6% | $6,412-96.4% | $1,587-85.7% |