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 | $223,018 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $145,021 |
BAKER TILLY US, LLP1 year Service code 15 · EIN 46-2648231 | Recordkeeping | $18,675 |
ADP BROKER-DEALER8+ 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 | $51,571 | $136,266-62.2% | $90,749-43.2% | $77,904-33.8% |
| Participation rate | 95.7% | 86.6%+9.0pp | 75.7%+20.0pp | 73.7%+22.0pp |
| Annual return | -15.24% | -11.32%-3.9pp | -12.16%-3.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $3,398 | $4,215-19.4% | $2,921+16.3% | $2,848+19.3% |
| Participant deferral / active EE | $3,964 | $6,353-37.6% | $4,564-13.1% | $4,806-17.5% |
| Admin fee / account holder | $90 | $399-77.3% | $8,445-98.9% | $133-31.7% |