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 |
|---|---|---|
DAVENPORT & COMPANY LLC2 years Service code 15 · EIN 54-1835842 | Recordkeeping | $34,006 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,516 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,076 | $60,323+12.9% | $81,812-16.8% | $74,495-8.6% |
| Participation rate | 81.5% | 62.9%+18.6pp | 72.3%+9.1pp | 67.2%+14.3pp |
| Annual return | 17.04% | 16.90%+0.1pp | 773.79%-756.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,205 | $2,620-15.8% | $2,912-24.3% | $2,623-15.9% |
| Participant deferral / active EE | $4,429 | $3,387+30.7% | $4,319+2.6% | $4,346+1.9% |
| Admin fee / account holder | $185 | $1,486-87.5% | $7,386-97.5% | $1,942-90.5% |