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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,277 |
FIDUCIA GROUP LLC3 years Filed as: FIDUCIA GROUP, LLC Service code 15 · EIN 26-2218504 | Recordkeeping | $15,010 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,406 | $99,957-36.6% | $149,696-57.6% | $73,488-13.7% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.5%+16.3pp | 70.7%+28.1pp |
| Annual return | 21.20% | 53.87%-32.7pp | 276.60%-255.4pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,260 | $3,191-60.5% | $4,644-72.9% | $2,270-44.5% |
| Participant deferral / active EE | $6,066 | $6,073-0.1% | $6,842-11.3% | $3,740+62.2% |
| Admin fee / account holder | $246 | $551-55.3% | $9,309-97.4% | $513-52.0% |