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 | $27,097 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,708 |
ADP BROKER-DEALER8+ 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 | $74,516 | $65,435+13.9% | $86,677-14.0% | $66,914+11.4% |
| Participation rate | 92.9% | 75.5%+17.5pp | 76.6%+16.4pp | 69.8%+23.1pp |
| Annual return | -14.28% | -10.89%-3.4pp | 35.91%-50.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,669 | $2,153-22.5% | $2,836-41.2% | $2,544-34.4% |
| Participant deferral / active EE | $3,972 | $4,100-3.1% | $4,656-14.7% | $4,237-6.3% |
| Admin fee / account holder | $215 | $642-66.5% | $7,493-97.1% | $593-63.8% |