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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,622 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 15 · EIN 82-1364595 | Recordkeeping | $5,003 |
ADP BROKER-DEALER2 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 | $79,188 | $101,317-21.8% | $146,958-46.1% | $74,495+6.3% |
| Participation rate | 78.0% | 75.5%+2.5pp | 82.2%-4.2pp | 67.2%+10.8pp |
| Annual return | 19.24% | 8730.91%-8711.7pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $2,698 | $3,810-29.2% | $4,933-45.3% | $2,623+2.9% |
| Participant deferral / active EE | $6,205 | $7,303-15.0% | $8,070-23.1% | $4,346+42.8% |
| Admin fee / account holder | $87 | $1,739-95.0% | $12,998-99.3% | $1,942-95.5% |