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 |
|---|---|---|
FORTITUDE ADVISORY GROUP LLC2 years Service code 15 · EIN 81-3385223 | Recordkeeping | $33,322 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,150 | $91,407-23.3% | $135,903-48.4% | $71,457-1.8% |
| Participation rate | 85.8% | 75.7%+10.1pp | 81.9%+3.9pp | 67.9%+17.9pp |
| Annual return | 21.48% | 29.90%-8.4pp | 68.23%-46.7pp | 28.85%-7.4pp |
| Employer contribution / active EE | $5,099 | $3,703+37.7% | $4,856+5.0% | $2,588+97.1% |
| Participant deferral / active EE | $10,502 | $7,092+48.1% | $7,758+35.4% | $4,289+144.9% |
| Admin fee / account holder | $145 | $1,266-88.5% | $10,762-98.6% | $1,587-90.8% |