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 | $32,888 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,338 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,323 | $60,323-23.2% | $81,812-43.4% | $74,495-37.8% |
| Participation rate | 92.0% | 62.9%+29.1pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 15.07% | 16.90%-1.8pp | 773.79%-758.7pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $698 | $2,620-73.3% | $2,912-76.0% | $2,623-73.4% |
| Participant deferral / active EE | $3,624 | $3,387+7.0% | $4,319-16.1% | $4,346-16.6% |
| Admin fee / account holder | $264 | $1,486-82.3% | $7,386-96.4% | $1,942-86.4% |