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-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,215 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $10,504 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $206 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,094 | $99,957-42.9% | $149,696-61.9% | $73,488-22.3% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 21.43% | 53.87%-32.4pp | 276.60%-255.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $2,414 | $3,191-24.4% | $4,644-48.0% | $2,270+6.3% |
| Participant deferral / active EE | $7,968 | $6,073+31.2% | $6,842+16.5% | $3,740+113.1% |
| Admin fee / account holder | $158 | $551-71.2% | $9,309-98.3% | $513-69.1% |