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 | $20,013 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,185 |
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 | $100,008 | $79,171+26.3% | $102,423-2.4% | $74,495+34.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 13.00% | 54.93%-41.9pp | 29.32%-16.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,535 | $2,362+7.3% | $3,023-16.1% | $2,623-3.3% |
| Participant deferral / active EE | $4,206 | $4,415-4.7% | $5,053-16.8% | $4,346-3.2% |
| Admin fee / account holder | $107 | $2,001-94.6% | $9,451-98.9% | $1,942-94.5% |