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 6-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 |
|---|---|---|
WEALTH BRIDGE SOLUTIONS LLC2+ years Service code 15 · EIN 81-4886448 | Recordkeeping | $18,355 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,283 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,427 | $99,957-42.5% | $149,696-61.6% | $73,488-21.9% |
| Participation rate | 79.8% | 75.7%+4.1pp | 82.5%-2.7pp | 70.7%+9.1pp |
| Annual return | 22.26% | 53.87%-31.6pp | 276.60%-254.3pp | 28.51%-6.2pp |
| Employer contribution / active EE | $3,740 | $3,191+17.2% | $4,644-19.5% | $2,270+64.8% |
| Participant deferral / active EE | $7,288 | $6,073+20.0% | $6,842+6.5% | $3,740+94.9% |
| Admin fee / account holder | $160 | $551-70.9% | $9,309-98.3% | $513-68.7% |