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, INC4 years Service code 15 · EIN 81-2204426 | Recordkeeping | $21,313 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,624 |
ADP BROKER-DEALER7+ 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 | $25,280 | $61,156-58.7% | $185,823-86.4% | $79,386-68.2% |
| Participation rate | 84.5% | 66.6%+17.9pp | 81.7%+2.8pp | 70.7%+13.8pp |
| Annual return | 14.90% | 19.45%-4.5pp | 122.05%-107.1pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,625 | $2,321-30.0% | $5,167-68.6% | $2,427-33.1% |
| Participant deferral / active EE | $2,694 | $2,789-3.4% | $5,568-51.6% | $4,046-33.4% |
| Admin fee / account holder | $78 | $710-89.0% | $16,237-99.5% | $626-87.5% |