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 8-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,914 |
SAGEPOINT FINANCIAL INC1 year Filed as: SAGEPOINT FINANCIAL, INC. Service code 15 · EIN 20-1741754 | Recordkeeping | $10,266 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,803 | $66,124-62.5% | $90,404-72.6% | $73,488-66.2% |
| Participation rate | 97.9% | 69.7%+28.3pp | 72.7%+25.2pp | 70.7%+27.3pp |
| Annual return | 16.21% | 17.65%-1.4pp | 1293.02%-1276.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,678 | $2,346-28.5% | $3,262-48.6% | $2,270-26.1% |
| Participant deferral / active EE | $4,897 | $3,039+61.2% | $3,963+23.6% | $3,740+31.0% |
| Admin fee / account holder | $195 | $396-50.9% | $5,611-96.5% | $513-62.1% |