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 20-8764829 | Recordkeeping | $20,675 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,879 |
ADP BROKER-DEALER2 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 | $56,393 | $84,487-33.3% | $125,339-55.0% | $66,914-15.7% |
| Participation rate | 80.9% | 76.4%+4.5pp | 82.4%-1.5pp | 69.8%+11.1pp |
| Annual return | -16.29% | -8.39%-7.9pp | 572.05%-588.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,949 | $3,553+11.1% | $4,814-18.0% | $2,544+55.2% |
| Participant deferral / active EE | $9,548 | $6,781+40.8% | $7,446+28.2% | $4,237+125.4% |
| Admin fee / account holder | $249 | $685-63.7% | $10,010-97.5% | $593-58.1% |