Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $65,568 |
Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 15 · EIN 38-2117812 | Recordkeeping | $31,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,832 | $66,457-40.1% | $81,438-51.1% | $77,671-48.7% |
| Participation rate | 94.8% | 68.7%+26.1pp | 69.5%+25.3pp | 70.6%+24.3pp |
| Annual return | 15.93% | 15.93%0pp | 24.74%-8.8pp | 31.21%-15.3pp |
| Employer contribution / active EE | $1,599 | $2,159-25.9% | $2,460-35.0% | $2,726-41.3% |
| Participant deferral / active EE | $4,353 | $3,679+18.3% | $3,883+12.1% | $4,648-6.3% |
| Admin fee / account holder | $195 | $583-66.5% | $5,764-96.6% | $430-54.7% |