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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,147 |
SUNDVOLD FINANCIAL11+ years Service code 15 · EIN 43-1823054 | Recordkeeping | $21,485 |
ADP BROKER-DEALER11+ 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 | $128,380 | $59,623+115.3% | $95,585+34.3% | $85,563+50.0% |
| Participation rate | 96.5% | 57.2%+39.2pp | 72.1%+24.4pp | 66.0%+30.5pp |
| Annual return | 15.72% | 18.22%-2.5pp | 38.56%-22.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $2,766 | $1,669+65.7% | $2,527+9.5% | $2,654+4.2% |
| Participant deferral / active EE | $6,316 | $3,357+88.1% | $4,023+57.0% | $4,375+44.4% |
| Admin fee / account holder | $174 | $650-73.2% | $6,127-97.2% | $834-79.1% |