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 |
|---|---|---|
Filed as: AXXCESS WEALTH MANAGEMENT, LLC Service code 15 · EIN 35-2436156 | Recordkeeping | $31,429 |
FORTITUDE ADVISORY GROUP LLC3 years Service code 15 · EIN 81-3385223 | Recordkeeping | $9,686 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,340 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,599 | $101,317-14.5% | $146,958-41.1% | $74,495+16.2% |
| Participation rate | 71.2% | 75.5%-4.3pp | 82.2%-11.0pp | 67.2%+4.0pp |
| Annual return | 15.09% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $4,715 | $3,810+23.7% | $4,933-4.4% | $2,623+79.8% |
| Participant deferral / active EE | $10,841 | $7,303+48.4% | $8,070+34.3% | $4,346+149.5% |
| Admin fee / account holder | $207 | $1,739-88.1% | $12,998-98.4% | $1,942-89.3% |