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 |
|---|---|---|
CARY KANE LLP4 years Filed as: CARY ST PARTNERS INVESTMENT ADVISOR Service code 15 · EIN 26-0070474 | Recordkeeping | $44,683 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,153 | $79,013-7.4% | $100,391-27.1% | $74,495-1.8% |
| Participation rate | 78.6% | 79.5%-0.9pp | 81.5%-2.9pp | 67.2%+11.4pp |
| Annual return | 16.44% | 20.41%-4.0pp | 49.20%-32.8pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,183 | $3,021+5.4% | $3,942-19.2% | $2,623+21.4% |
| Participant deferral / active EE | $9,316 | $7,760+20.0% | $8,082+15.3% | $4,346+114.4% |
| Admin fee / account holder | $210 | $1,320-84.1% | $7,899-97.3% | $1,942-89.2% |