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 |
|---|---|---|
Service code 15 · EIN 11-3738689 | Recordkeeping | $37,503 |
GOOD LIFE ADVISORS, LLC1 year Service code 15 · EIN 47-1058535 | Recordkeeping | $23,278 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,647 |
TD AMERITRADE, INC.2 years 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 | $55,003 | $130,194-57.8% | $169,993-67.6% | $71,457-23.0% |
| Participation rate | 98.2% | 86.1%+12.0pp | 87.0%+11.2pp | 67.9%+30.2pp |
| Annual return | 17.41% | 20.37%-3.0pp | 53.37%-36.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,519 | $4,381-42.5% | $6,785-62.9% | $2,588-2.7% |
| Participant deferral / active EE | $5,436 | $6,923-21.5% | $10,408-47.8% | $4,289+26.7% |
| Admin fee / account holder | $276 | $966-71.4% | $12,815-97.8% | $1,587-82.6% |