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 |
|---|---|---|
Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 15 · EIN 36-2708660 | Recordkeeping | $24,904 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,599 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,455 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,938 | $85,515+15.7% | $112,040-11.7% | $67,986+45.5% |
| Participation rate | 93.5% | 68.2%+25.3pp | 76.5%+17.0pp | 57.2%+36.3pp |
| Annual return | 15.35% | 29.68%-14.3pp | 24.52%-9.2pp | 31.67%-16.3pp |
| Employer contribution / active EE | $688 | $2,191-68.6% | $2,954-76.7% | $2,019-65.9% |
| Participant deferral / active EE | $4,235 | $4,014+5.5% | $5,098-16.9% | $3,358+26.1% |
| Admin fee / account holder | $240 | $3,774-93.6% | $12,098-98.0% | $3,203-92.5% |