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 Service code 49 · EIN 22-3319984 | Other Services | $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 | $90,407 | $56,317+60.5% | $71,209+27.0% | $74,304+21.7% |
| Participation rate | 95.1% | 55.1%+40.0pp | 73.8%+21.4pp | 60.3%+34.8pp |
| Annual return | 12.80% | 42.83%-30.0pp | 282.51%-269.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $2,919 | $2,160+35.2% | $2,721+7.3% | $2,241+30.3% |
| Participant deferral / active EE | $9,507 | $2,788+241.0% | $4,175+127.7% | $3,767+152.4% |
| Admin fee / account holder | $16 | $2,290-99.3% | $5,349-99.7% | $2,969-99.5% |