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 52 · EIN 13-5674085 | Indirect Investment Fees | $241,225 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $123,390 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 15 · EIN 39-0859910 | Recordkeeping | $15,000 |
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 | $63,807 | $114,195-44.1% | $106,548-40.1% | $93,030-31.4% |
| Participation rate | 93.2% | 86.4%+6.9pp | 76.1%+17.1pp | 73.9%+19.3pp |
| Annual return | 15.37% | 22.18%-6.8pp | 26.80%-11.4pp | 158.70%-143.3pp |
| Employer contribution / active EE | $3,112 | $4,009-22.4% | $2,819+10.4% | $2,706+15.0% |
| Participant deferral / active EE | $3,695 | $5,908-37.5% | $4,398-16.0% | $4,562-19.0% |
| Admin fee / account holder | $82 | $105-21.8% | $7,407-98.9% | $152-46.0% |