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 20-8764829 | Recordkeeping | $19,673 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,478 |
ADP BROKER-DEALER1 year 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 | $72,316 | $65,862+9.8% | $124,672-42.0% | $79,386-8.9% |
| Participation rate | 91.6% | 62.2%+29.4pp | 74.6%+17.0pp | 70.7%+20.9pp |
| Annual return | 20.57% | 19.02%+1.5pp | 5142.93%-5122.4pp | 116.85%-96.3pp |
| Employer contribution / active EE | $3,747 | $1,883+98.9% | $3,324+12.7% | $2,427+54.3% |
| Participant deferral / active EE | $7,870 | $2,772+183.9% | $4,614+70.5% | $4,046+94.5% |
| Admin fee / account holder | $247 | $673-63.3% | $7,493-96.7% | $626-60.6% |