Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $21,472 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS Service code 49 100 MADISON STREET · SYRACUSE, NY 13202 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,649 | $65,946-58.1% | $81,783-66.2% | $77,671-64.4% |
| Participation rate | 75.0% | 65.8%+9.2pp | 72.4%+2.6pp | 70.6%+4.4pp |
| Annual return | 17.06% | 26.65%-9.6pp | 775.05%-758.0pp | 31.21%-14.1pp |
| Employer contribution / active EE | $470 | $2,371-80.2% | $2,913-83.9% | $2,726-82.8% |
| Participant deferral / active EE | $3,207 | $3,507-8.5% | $4,320-25.8% | $4,648-31.0% |
| Admin fee / account holder | $73 | $527-86.2% | $7,380-99.0% | $430-83.1% |