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 | $17,858 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,746 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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 | $29,088 | $39,195-25.8% | $98,755-70.5% | $79,386-63.4% |
| Participation rate | 93.9% | 59.8%+34.2pp | 65.7%+28.2pp | 70.7%+23.2pp |
| Annual return | 15.19% | 19.95%-4.8pp | 49.91%-34.7pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,249 | $1,334-6.4% | $2,067-39.6% | $2,427-48.6% |
| Participant deferral / active EE | $971 | $2,333-58.4% | $3,035-68.0% | $4,046-76.0% |
| Admin fee / account holder | $94 | $365-74.2% | $4,076-97.7% | $626-85.0% |