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 |
|---|---|---|
SRPC, INC2 years Service code 15 · EIN 81-2204426 | Recordkeeping | $15,666 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,935 |
ADP BROKER-DEALER5+ 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 | $18,335 | $62,928-70.9% | $172,739-89.4% | $67,579-72.9% |
| Participation rate | 73.1% | 64.5%+8.6pp | 82.6%-9.5pp | 71.3%+1.8pp |
| Annual return | 22.37% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $283 | $1,636-82.7% | $5,143-94.5% | $2,148-86.8% |
| Participant deferral / active EE | $1,702 | $2,145-20.6% | $5,198-67.2% | $3,539-51.9% |
| Admin fee / account holder | $58 | $167-65.4% | $13,954-99.6% | $142-59.5% |