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 | $20,241 |
PINNACLE WEALTH ADVISORS2 years Service code 15 · EIN 93-1133012 | Recordkeeping | $17,922 |
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 | $38,992 | $104,475-62.7% | $159,436-75.5% | $79,386-50.9% |
| Participation rate | 92.3% | 76.6%+15.7pp | 82.8%+9.5pp | 70.7%+21.6pp |
| Annual return | 23.48% | 67.95%-44.5pp | 263.57%-240.1pp | 116.85%-93.4pp |
| Employer contribution / active EE | $3,608 | $3,417+5.6% | $4,829-25.3% | $2,427+48.6% |
| Participant deferral / active EE | $7,353 | $6,467+13.7% | $7,3520% | $4,046+81.7% |
| Admin fee / account holder | $163 | $711-77.1% | $10,799-98.5% | $626-74.0% |