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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,044 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
HALLIDAY FINANCIAL LLC4 years Service code 49 290 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,301 | $79,184+39.3% | $102,438+7.7% | $74,546+48.0% |
| Participation rate | 79.1% | 74.8%+4.4pp | 76.5%+2.6pp | 67.2%+11.9pp |
| Annual return | 11.57% | 54.95%-43.4pp | 29.37%-17.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $2,761 | $2,362+16.9% | $3,024-8.7% | $2,624+5.2% |
| Participant deferral / active EE | $5,891 | $4,414+33.4% | $5,054+16.6% | $4,347+35.5% |
| Admin fee / account holder | $18 | $2,001-99.1% | $9,448-99.8% | $1,944-99.1% |