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 |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $33,938 |
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 | $72,392 | $101,317-28.5% | $146,958-50.7% | $74,495-2.8% |
| Participation rate | 88.6% | 75.5%+13.1pp | 82.2%+6.4pp | 67.2%+21.4pp |
| Annual return | 14.32% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,116 | $3,810-44.5% | $4,933-57.1% | $2,623-19.3% |
| Participant deferral / active EE | $9,500 | $7,303+30.1% | $8,070+17.7% | $4,346+118.6% |
| Admin fee / account holder | $173 | $1,739-90.0% | $12,998-98.7% | $1,942-91.1% |