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 | $22,890 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,237 |
APRIO LLP1 year Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $9,325 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,294 | $82,978-15.3% | $129,995-45.9% | $71,457-1.6% |
| Participation rate | 93.9% | 74.1%+19.8pp | 78.5%+15.4pp | 67.9%+26.0pp |
| Annual return | 25.97% | 20.60%+5.4pp | -137.18%+163.1pp | 28.85%-2.9pp |
| Employer contribution / active EE | $3,358 | $2,622+28.1% | $4,320-22.3% | $2,588+29.8% |
| Participant deferral / active EE | $9,357 | $4,432+111.1% | $5,820+60.8% | $4,289+118.2% |
| Admin fee / account holder | $244 | $1,729-85.9% | $10,614-97.7% | $1,587-84.6% |