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 54-2072884 | Recordkeeping | $105,450 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,647 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,280 | $106,028-41.3% | $146,958-57.6% | $77,643-19.8% |
| Participation rate | 79.6% | 78.4%+1.2pp | 82.2%-2.6pp | 70.6%+9.0pp |
| Annual return | 32.51% | 56.73%-24.2pp | 418.34%-385.8pp | 31.24%+1.3pp |
| Employer contribution / active EE | $3,742 | $4,063-7.9% | $4,933-24.1% | $2,726+37.3% |
| Participant deferral / active EE | $7,661 | $7,990-4.1% | $8,070-5.1% | $4,647+64.8% |
| Admin fee / account holder | $288 | $337-14.7% | $12,998-97.8% | $430-33.1% |