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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $38,448 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITHBROWN, PC Service code 15 · EIN 22-2027092 | Recordkeeping | $12,450 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $600 |
ADP BROKER-DEALER9+ 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 | $41,627 | $82,978-49.8% | $130,231-68.0% | $74,419-44.1% |
| Participation rate | 89.0% | 73.7%+15.3pp | 76.3%+12.7pp | 70.7%+18.3pp |
| Annual return | 16.02% | 123.05%-107.0pp | 38.77%-22.8pp | 34.38%-18.4pp |
| Employer contribution / active EE | $0 | $3,391-100.0% | $4,126-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $6,057 | $5,370+12.8% | $6,799-10.9% | $4,528+33.8% |
| Admin fee / account holder | $84 | $354-76.3% | $6,020-98.6% | $348-75.9% |