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-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $7,122 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,562 |
SNOWDEN CAPITAL ADVISORS LLC5 years Filed as: SNOWDEN ACCOUNT SERVICES Service code 99 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,730 | $132,049-55.5% | $200,582-70.7% | $74,304-21.0% |
| Participation rate | 92.8% | 84.1%+8.7pp | 86.9%+5.9pp | 60.3%+32.4pp |
| Annual return | 12.68% | 22.22%-9.5pp | 42.33%-29.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $719 | $4,558-84.2% | $6,419-88.8% | $2,241-67.9% |
| Participant deferral / active EE | $5,044 | $7,213-30.1% | $9,331-45.9% | $3,767+33.9% |
| Admin fee / account holder | $75 | $2,405-96.9% | $16,305-99.5% | $2,969-97.5% |