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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,905 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAFE ASSOCIATES, INC.1 year Filed as: SAFE HARBOR PENSION AND WEALTH Service code 49 1504 EUREKA ROAD · ROSEVILLE, CA 95661 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,937 | $62,573-12.2% | $85,682-35.9% | $85,850-36.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 15.41% | 23.77%-8.4pp | 21.49%-6.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,698 | $1,757+110.5% | $2,618+41.2% | $2,565+44.2% |
| Participant deferral / active EE | $4,290 | $2,802+53.1% | $3,923+9.4% | $3,952+8.6% |
| Admin fee / account holder | $14 | $4,640-99.7% | $6,873-99.8% | $6,260-99.8% |