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 | $21,231 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,041 |
ADP BROKER-DEALER9 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 | $87,617 | $54,517+60.7% | $75,972+15.3% | $74,495+17.6% |
| Participation rate | 72.6% | 60.3%+12.2pp | 69.1%+3.5pp | 67.2%+5.4pp |
| Annual return | 11.50% | 31.82%-20.3pp | 359.55%-348.0pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,950 | $1,777+9.7% | $2,685-27.4% | $2,623-25.7% |
| Participant deferral / active EE | $4,327 | $3,066+41.1% | $4,255+1.7% | $4,346-0.4% |
| Admin fee / account holder | $204 | $2,229-90.8% | $6,467-96.8% | $1,942-89.5% |