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 13-5674085 | Recordkeeping | $32,270 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,047 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $38,272 | $63,745-40.0% | $98,442-61.1% | $79,386-51.8% |
| Participation rate | 83.8% | 69.9%+13.9pp | 73.3%+10.4pp | 70.7%+13.1pp |
| Annual return | 14.55% | 625.80%-611.3pp | 1492.73%-1478.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $3 | $2,557-99.9% | $2,960-99.9% | $2,427-99.9% |
| Participant deferral / active EE | $2,777 | $3,303-15.9% | $4,276-35.1% | $4,046-31.4% |
| Admin fee / account holder | $236 | $516-54.3% | $5,949-96.0% | $626-62.4% |