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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,146 |
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES, LLC Service code 15 · EIN 20-5817590 | Recordkeeping | $37,977 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,869 | $56,485-34.7% | $185,823-80.2% | $86,799-57.5% |
| Participation rate | 80.5% | 65.5%+15.1pp | 81.7%-1.2pp | 72.3%+8.3pp |
| Annual return | 14.91% | 118.04%-103.1pp | 122.05%-107.1pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,778 | $1,843-3.5% | $5,167-65.6% | $2,405-26.1% |
| Participant deferral / active EE | $3,317 | $2,553+29.9% | $5,568-40.4% | $4,131-19.7% |
| Admin fee / account holder | $262 | $150+75.1% | $16,237-98.4% | $170+54.4% |