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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,376 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SAFE ASSOCIATES, INC.2 years 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 | $47,422 | $48,265-1.7% | $68,791-31.1% | $68,494-30.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.93% | -12.71%-3.2pp | -6.38%-9.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,030 | $1,829+65.7% | $2,655+14.1% | $2,596+16.7% |
| Participant deferral / active EE | $4,847 | $2,867+69.1% | $3,941+23.0% | $4,027+20.4% |
| Admin fee / account holder | $10 | $4,355-99.8% | $4,932-99.8% | $5,403-99.8% |