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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,687 |
Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $6,826 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,143 | $71,516-41.1% | $98,439-57.2% | $71,457-41.0% |
| Participation rate | 94.4% | 72.7%+21.7pp | 75.2%+19.2pp | 67.9%+26.5pp |
| Annual return | 8.41% | 32.41%-24.0pp | 21.16%-12.7pp | 28.85%-20.4pp |
| Employer contribution / active EE | $1,519 | $2,399-36.7% | $3,048-50.2% | $2,588-41.3% |
| Participant deferral / active EE | $4,593 | $4,109+11.8% | $4,738-3.1% | $4,289+7.1% |
| Admin fee / account holder | $222 | $1,675-86.8% | $8,948-97.5% | $1,587-86.0% |