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 9-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 |
|---|---|---|
401K ADVISORS INC4 years Service code 15 · EIN 33-0905143 | Recordkeeping | $46,409 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,583 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,276 | $89,808-17.3% | $100,391-26.0% | $77,643-4.3% |
| Participation rate | 98.0% | 81.2%+16.8pp | 81.5%+16.5pp | 70.6%+27.4pp |
| Annual return | 22.32% | 20.62%+1.7pp | 49.20%-26.9pp | 31.24%-8.9pp |
| Employer contribution / active EE | $3,368 | $3,039+10.8% | $3,942-14.6% | $2,726+23.5% |
| Participant deferral / active EE | $12,482 | $8,284+50.7% | $8,082+54.4% | $4,647+168.6% |
| Admin fee / account holder | $109 | $174-37.3% | $7,899-98.6% | $430-74.6% |