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 Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,801 | $54,350+10.0% | $82,719-27.7% | $68,494-12.7% |
| Participation rate | 93.4% | 63.9%+29.5pp | 72.6%+20.9pp | 67.9%+25.5pp |
| Annual return | -13.48% | -13.67%+0.2pp | 701.18%-714.7pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,659 | $2,218+19.9% | $3,009-11.6% | $2,596+2.4% |
| Participant deferral / active EE | $8,237 | $3,246+153.8% | $4,395+87.4% | $4,027+104.5% |
| Admin fee / account holder | $12 | $4,395-99.7% | $5,329-99.8% | $5,403-99.8% |