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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,051 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST ADVISORY SERVICES, INC. Service code 15 · EIN 37-1808847 | Recordkeeping | $19,911 |
SECURITIES AMERICA INC4 years Filed as: BB&T SECURITIES, LLC Service code 15 · EIN 20-5817590 | Recordkeeping | $8,602 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,309 | $47,126-27.2% | $149,673-77.1% | $74,419-53.9% |
| Participation rate | 73.4% | 63.4%+10.0pp | 78.8%-5.4pp | 70.7%+2.7pp |
| Annual return | 16.91% | 22.75%-5.8pp | 134.42%-117.5pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,803 | $1,905-5.3% | $4,818-62.6% | $2,637-31.6% |
| Participant deferral / active EE | $3,337 | $2,728+22.3% | $5,680-41.3% | $4,528-26.3% |
| Admin fee / account holder | $233 | $343-31.9% | $13,210-98.2% | $348-32.9% |