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 8-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 |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $18,068 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,094 | $77,503-28.9% | $100,391-45.1% | $80,856-31.9% |
| Participation rate | 97.8% | 76.9%+20.9pp | 81.5%+16.4pp | 67.6%+30.2pp |
| Annual return | 16.78% | 37.20%-20.4pp | 49.20%-32.4pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,608 | $2,801+28.8% | $3,942-8.5% | $2,755+31.0% |
| Participant deferral / active EE | $12,502 | $6,820+83.3% | $8,082+54.7% | $4,296+191.0% |
| Admin fee / account holder | $122 | $5,897-97.9% | $7,899-98.5% | $6,918-98.2% |