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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,259 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 15 · EIN 83-1143379 | Recordkeeping | $21,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,774 | $78,483-36.6% | $106,201-53.1% | $74,546-33.2% |
| Participation rate | 91.1% | 72.8%+18.3pp | 75.3%+15.8pp | 67.2%+23.8pp |
| Annual return | 13.17% | 15.94%-2.8pp | 116.26%-103.1pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $2,256 | $2,522-10.5% | $3,170-28.8% | $2,624-14.1% |
| Participant deferral / active EE | $3,345 | $4,320-22.6% | $5,012-33.3% | $4,347-23.0% |
| Admin fee / account holder | $288 | $2,236-87.1% | $11,039-97.4% | $1,944-85.2% |