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 9-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 |
|---|---|---|
Service code 15 · EIN 20-8874282 | Recordkeeping | $24,982 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,499 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,382 | $65,409+56.5% | $98,442+4.0% | $85,850+19.3% |
| Participation rate | 97.8% | 65.0%+32.8pp | 73.3%+24.5pp | 69.3%+28.5pp |
| Annual return | 19.48% | 21.76%-2.3pp | 1492.73%-1473.2pp | 318.53%-299.1pp |
| Employer contribution / active EE | $2,773 | $2,168+27.9% | $2,960-6.3% | $2,565+8.1% |
| Participant deferral / active EE | $5,223 | $3,166+65.0% | $4,276+22.1% | $3,952+32.2% |
| Admin fee / account holder | $266 | $4,593-94.2% | $5,949-95.5% | $6,260-95.8% |