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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $305 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,807 | $62,672+218.8% | $185,117+7.9% | $70,131+184.9% |
| Participation rate | 73.9% | 63.8%+10.1pp | 77.3%-3.4pp | 69.5%+4.4pp |
| Annual return | 16.30% | 40.79%-24.5pp | 40.50%-24.2pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,925 | $1,753+9.8% | $4,182-54.0% | $2,342-17.8% |
| Participant deferral / active EE | $8,231 | $3,272+151.6% | $5,045+63.1% | $3,332+147.0% |
| Admin fee / account holder | $45 | $3,932-98.9% | $8,159-99.5% | $4,645-99.0% |