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 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 | $74,039 | $58,208+27.2% | $81,812-9.5% | $80,856-8.4% |
| Participation rate | 98.9% | 63.4%+35.5pp | 72.3%+26.6pp | 67.6%+31.3pp |
| Annual return | 21.35% | 41.66%-20.3pp | 773.79%-752.4pp | 35.59%-14.2pp |
| Employer contribution / active EE | $3,049 | $2,340+30.3% | $2,912+4.7% | $2,755+10.7% |
| Participant deferral / active EE | $9,249 | $3,281+181.9% | $4,319+114.2% | $4,296+115.3% |
| Admin fee / account holder | $9 | $4,981-99.8% | $7,386-99.9% | $6,918-99.9% |