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 4-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 | $9,586 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 15 · EIN 39-1897480 | Recordkeeping | $6,502 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,407 | $62,327-35.2% | $120,354-66.4% | $74,495-45.8% |
| Participation rate | 89.3% | 56.8%+32.5pp | 71.9%+17.4pp | 67.2%+22.1pp |
| Annual return | 12.61% | 18.61%-6.0pp | 107.15%-94.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,232 | $1,843-33.2% | $3,463-64.4% | $2,623-53.0% |
| Participant deferral / active EE | $2,626 | $2,893-9.2% | $4,991-47.4% | $4,346-39.6% |
| Admin fee / account holder | $74 | $2,396-96.9% | $9,423-99.2% | $1,942-96.2% |