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 | $24,053 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,591 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,559 | $73,638+10.8% | $95,952-15.0% | $73,488+11.0% |
| Participation rate | 95.0% | 76.2%+18.8pp | 77.1%+17.9pp | 70.7%+24.3pp |
| Annual return | 12.36% | 16.78%-4.4pp | 91.61%-79.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,370 | $1,863-26.5% | $2,541-46.1% | $2,270-39.6% |
| Participant deferral / active EE | $3,046 | $3,617-15.8% | $4,167-26.9% | $3,740-18.5% |
| Admin fee / account holder | $190 | $482-60.5% | $6,795-97.2% | $513-62.9% |