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 |
|---|---|---|
D.B. ROOT & COMPANY, LLC6 years Service code 15 · EIN 82-1414976 | Recordkeeping | $40,028 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,095 |
ADP BROKER-DEALER10+ 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 | $235,516 | $79,171+197.5% | $102,423+129.9% | $74,495+216.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.40% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $8,986 | $2,362+280.4% | $3,023+197.2% | $2,623+242.6% |
| Participant deferral / active EE | $11,409 | $4,415+158.4% | $5,053+125.8% | $4,346+162.5% |
| Admin fee / account holder | $198 | $2,001-90.1% | $9,451-97.9% | $1,942-89.8% |