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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,321 |
SECURITIES AMERICA INC3 years Filed as: BB&T SECURITIES, LLC Service code 15 · EIN 20-5817590 | Recordkeeping | $40,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,950 | $46,292-37.5% | $143,757-79.9% | $64,808-55.3% |
| Participation rate | 76.7% | 64.2%+12.5pp | 80.3%-3.6pp | 71.5%+5.2pp |
| Annual return | -14.74% | -10.05%-4.7pp | -0.04%-14.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,936 | $1,910+1.4% | $4,951-60.9% | $2,506-22.8% |
| Participant deferral / active EE | $3,466 | $2,646+31.0% | $5,637-38.5% | $4,310-19.6% |
| Admin fee / account holder | $267 | $154+73.4% | $14,673-98.2% | $188+41.9% |