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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,457 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,664 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 15 · EIN 06-1504963 | Recordkeeping | $16,865 |
Service code 15 · EIN 06-1648707 | Recordkeeping | $10,500 |
ADP BROKER-DEALER2 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 | $24,680 | $61,058-59.6% | $71,209-65.3% | $85,563-71.2% |
| Participation rate | 99.3% | 58.6%+40.7pp | 73.8%+25.5pp | 66.0%+33.3pp |
| Annual return | 13.02% | 100.41%-87.4pp | 282.51%-269.5pp | 31.51%-18.5pp |
| Employer contribution / active EE | $4,331 | $2,199+97.0% | $2,721+59.2% | $2,654+63.2% |
| Participant deferral / active EE | $2,074 | $3,173-34.6% | $4,175-50.3% | $4,375-52.6% |
| Admin fee / account holder | $252 | $855-70.5% | $5,349-95.3% | $834-69.7% |