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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,422 |
Filed as: MACROVIEW INVESTMENT MANAGEMENT LLC Service code 15 · EIN 26-4133685 | Recordkeeping | $14,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,583 | $57,016-27.1% | $84,966-51.1% | $80,856-48.6% |
| Participation rate | 97.3% | 56.3%+40.9pp | 67.5%+29.8pp | 67.6%+29.6pp |
| Annual return | 14.14% | 21.66%-7.5pp | 66.38%-52.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,411 | $1,798+89.7% | $2,727+25.1% | $2,755+23.8% |
| Participant deferral / active EE | $3,104 | $3,110-0.2% | $4,519-31.3% | $4,296-27.7% |
| Admin fee / account holder | $234 | $4,980-95.3% | $6,149-96.2% | $6,918-96.6% |