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 |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $17,107 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,515 |
ADP BROKER-DEALER1 year 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 | $75,126 | $71,516+5.0% | $98,439-23.7% | $71,457+5.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 18.81% | 32.41%-13.6pp | 21.16%-2.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,506 | $2,399+4.5% | $3,048-17.8% | $2,588-3.2% |
| Participant deferral / active EE | $4,143 | $4,109+0.8% | $4,738-12.6% | $4,289-3.4% |
| Admin fee / account holder | $12 | $1,675-99.3% | $8,948-99.9% | $1,587-99.3% |