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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $96,013 |
HPM PARTNERS3 years Filed as: HPM PARTNERS, LLC Service code 15 · EIN 35-2467663 | Recordkeeping | $91,938 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,006 | $116,081-47.4% | $156,181-60.9% | $79,634-23.4% |
| Participation rate | 92.9% | 75.6%+17.3pp | 78.8%+14.1pp | 62.5%+30.4pp |
| Annual return | 17.97% | 15.89%+2.1pp | 64.87%-46.9pp | 36.46%-18.5pp |
| Employer contribution / active EE | $1,441 | $2,828-49.1% | $4,294-66.4% | $2,529-43.0% |
| Participant deferral / active EE | $6,195 | $4,584+35.1% | $6,132+1.0% | $3,835+61.5% |
| Admin fee / account holder | $229 | $854-73.1% | $14,586-98.4% | $1,002-77.1% |