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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,817 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF, P.C. Service code 15 · EIN 04-3138777 | Recordkeeping | $6,000 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,606 | $65,390+11.0% | $169,368-57.1% | $71,457+1.6% |
| Participation rate | 77.7% | 67.0%+10.7pp | 77.1%+0.5pp | 67.9%+9.8pp |
| Annual return | 27.07% | 21.31%+5.8pp | 405.60%-378.5pp | 28.85%-1.8pp |
| Employer contribution / active EE | $37 | $2,079-98.2% | $4,013-99.1% | $2,588-98.6% |
| Participant deferral / active EE | $3,601 | $4,367-17.5% | $6,221-42.1% | $4,289-16.0% |
| Admin fee / account holder | $180 | $1,324-86.4% | $9,003-98.0% | $1,587-88.7% |