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 |
|---|---|---|
PFG ADVISORS, LLC1 year Service code 15 · EIN 47-2483769 | Recordkeeping | $40,931 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,251 |
ADP BROKER-DEALER8 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 | $75,127 | $91,407-17.8% | $135,903-44.7% | $71,457+5.1% |
| Participation rate | 82.1% | 75.7%+6.4pp | 81.9%+0.1pp | 67.9%+14.1pp |
| Annual return | 17.23% | 29.90%-12.7pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $3,366 | $3,703-9.1% | $4,856-30.7% | $2,588+30.1% |
| Participant deferral / active EE | $6,802 | $7,092-4.1% | $7,758-12.3% | $4,289+58.6% |
| Admin fee / account holder | $266 | $1,266-79.0% | $10,762-97.5% | $1,587-83.2% |