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 | $61,605 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICE, INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $17,860 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,892 | $50,956-43.3% | $96,562-70.1% | $86,799-66.7% |
| Participation rate | 91.5% | 65.2%+26.2pp | 69.8%+21.7pp | 72.3%+19.2pp |
| Annual return | 10.42% | 21.27%-10.8pp | 37.78%-27.4pp | 97.91%-87.5pp |
| Employer contribution / active EE | $1,220 | $1,111+9.8% | $2,356-48.2% | $2,405-49.3% |
| Participant deferral / active EE | $2,400 | $2,954-18.8% | $3,849-37.6% | $4,131-41.9% |
| Admin fee / account holder | $179 | $166+7.9% | $6,181-97.1% | $170+5.6% |