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 |
|---|---|---|
RSM US LLP2 years Filed as: RSM US WEALTH MANAGEMENT LLC Service code 15 · EIN 41-1944416 | Recordkeeping | $63,505 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,452 | $101,317+10.0% | $146,958-24.2% | $74,495+49.6% |
| Participation rate | 96.6% | 75.5%+21.1pp | 82.2%+14.5pp | 67.2%+29.4pp |
| Annual return | 16.49% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,517 | $3,810-7.7% | $4,933-28.7% | $2,623+34.1% |
| Participant deferral / active EE | $7,683 | $7,303+5.2% | $8,070-4.8% | $4,346+76.8% |
| Admin fee / account holder | $274 | $1,739-84.2% | $12,998-97.9% | $1,942-85.9% |