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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,116 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORE Service code 49 100 MADISON STREET · SYRACUSE, NY 13202 | Other Services | $0 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,448 | $61,058-55.0% | $71,209-61.5% | $85,563-67.9% |
| Participation rate | 80.0% | 58.6%+21.4pp | 73.8%+6.2pp | 66.0%+14.0pp |
| Annual return | 12.61% | 100.41%-87.8pp | 282.51%-269.9pp | 31.51%-18.9pp |
| Employer contribution / active EE | $479 | $2,199-78.2% | $2,721-82.4% | $2,654-81.9% |
| Participant deferral / active EE | $3,233 | $3,173+1.9% | $4,175-22.6% | $4,375-26.1% |
| Admin fee / account holder | $75 | $855-91.3% | $5,349-98.6% | $834-91.0% |