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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,524 |
LEVEL FOUR ADVISORY SERVICES2 years Service code 15 · EIN 11-3738689 | Recordkeeping | $2,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,848 | $122,239-45.3% | $184,203-63.7% | $74,495-10.3% |
| Participation rate | 97.7% | 85.5%+12.2pp | 86.8%+10.9pp | 67.2%+30.5pp |
| Annual return | 14.74% | 19.95%-5.2pp | 28.81%-14.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,745 | $4,537-39.5% | $6,427-57.3% | $2,623+4.7% |
| Participant deferral / active EE | $5,853 | $7,139-18.0% | $9,131-35.9% | $4,346+34.7% |
| Admin fee / account holder | $77 | $1,260-93.9% | $13,901-99.4% | $1,942-96.0% |