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, LLC2 years Service code 15 · EIN 47-2483769 | Recordkeeping | $56,026 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,222 |
ADP BROKER-DEALER9 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 | $81,592 | $106,028-23.0% | $146,958-44.5% | $77,643+5.1% |
| Participation rate | 87.9% | 78.4%+9.5pp | 82.2%+5.7pp | 70.6%+17.3pp |
| Annual return | 31.07% | 56.73%-25.7pp | 418.34%-387.3pp | 31.24%-0.2pp |
| Employer contribution / active EE | $3,802 | $4,063-6.4% | $4,933-22.9% | $2,726+39.5% |
| Participant deferral / active EE | $8,232 | $7,990+3.0% | $8,070+2.0% | $4,647+77.1% |
| Admin fee / account holder | $286 | $337-15.4% | $12,998-97.8% | $430-33.6% |