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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,091 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TRIAD ADVISORS INC2 years Service code 49 400 MAIN STREET · PLEASANTON, CA 94566 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,982 | $44,960-31.1% | $84,966-63.5% | $74,495-58.4% |
| Participation rate | 88.1% | 49.4%+38.8pp | 67.5%+20.6pp | 67.2%+20.9pp |
| Annual return | 21.48% | 26.24%-4.8pp | 66.38%-44.9pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $1,871 | $1,457+28.4% | $2,727-31.4% | $2,623-28.7% |
| Participant deferral / active EE | $5,480 | $2,731+100.7% | $4,519+21.3% | $4,346+26.1% |
| Admin fee / account holder | $21 | $2,209-99.0% | $6,149-99.7% | $1,942-98.9% |