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 |
|---|---|---|
APRIO LLP2 years Filed as: HA&W WEALTH MANAGEMENT LLC Service code 15 · EIN 58-2484343 | Recordkeeping | $28,053 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,993 |
ADP BROKER-DEALER6 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 | $73,080 | $88,083-17.0% | $164,813-55.7% | $74,495-1.9% |
| Participation rate | 95.6% | 73.0%+22.6pp | 78.6%+17.0pp | 67.2%+28.4pp |
| Annual return | 15.59% | 17.26%-1.7pp | 69.93%-54.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,183 | $2,593+22.8% | $4,341-26.7% | $2,623+21.3% |
| Participant deferral / active EE | $9,080 | $4,498+101.9% | $6,031+50.6% | $4,346+108.9% |
| Admin fee / account holder | $253 | $2,234-88.7% | $12,690-98.0% | $1,942-87.0% |