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 Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,390 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.3 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,552 | $76,050+90.1% | $96,544+49.7% | $71,457+102.3% |
| Participation rate | 93.8% | 74.4%+19.4pp | 76.0%+17.8pp | 67.9%+25.9pp |
| Annual return | 29.79% | 22.81%+7.0pp | 25.84%+4.0pp | 28.85%+0.9pp |
| Employer contribution / active EE | $6,547 | $2,244+191.7% | $2,965+120.8% | $2,588+153.0% |
| Participant deferral / active EE | $5,475 | $4,215+29.9% | $4,851+12.9% | $4,289+27.7% |
| Admin fee / account holder | $51 | $2,707-98.1% | $8,252-99.4% | $1,587-96.8% |