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 | $36,924 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,463 |
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 | $52,512 | $62,624-16.1% | $177,989-70.5% | $77,643-32.4% |
| Participation rate | 94.8% | 66.8%+28.0pp | 77.1%+17.8pp | 70.6%+24.3pp |
| Annual return | 14.84% | 16.16%-1.3pp | 294.48%-279.6pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,872 | $1,909-1.9% | $3,949-52.6% | $2,726-31.3% |
| Participant deferral / active EE | $3,727 | $4,219-11.7% | $6,276-40.6% | $4,647-19.8% |
| Admin fee / account holder | $120 | $386-69.0% | $10,363-98.8% | $430-72.2% |