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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,271 |
JANNEY MONTGOMERY SCOTT LLC6 years Service code 15 · EIN 23-0731260 | Recordkeeping | $10,833 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,062 | $50,815-38.9% | $155,509-80.0% | $77,643-60.0% |
| Participation rate | 94.2% | 63.1%+31.1pp | 78.2%+16.0pp | 70.6%+23.6pp |
| Annual return | 10.72% | 34.80%-24.1pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,806 | $1,993-9.4% | $4,672-61.4% | $2,726-33.8% |
| Participant deferral / active EE | $2,776 | $2,822-1.6% | $5,626-50.7% | $4,647-40.3% |
| Admin fee / account holder | $200 | $437-54.3% | $15,912-98.7% | $430-53.6% |