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 7-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 | $5,070 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,081 | $102,553-59.0% | $151,611-72.2% | $66,914-37.1% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -15.49% | -10.82%-4.7pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,124 | $4,180-25.3% | $6,166-49.3% | $2,544+22.8% |
| Participant deferral / active EE | $5,071 | $6,641-23.6% | $8,363-39.4% | $4,237+19.7% |
| Admin fee / account holder | $43 | $630-93.1% | $11,616-99.6% | $593-92.7% |