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 9-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 | $33,823 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,848 |
ADP BROKER-DEALER4 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 | $62,410 | $79,184-21.2% | $102,438-39.1% | $74,546-16.3% |
| Participation rate | 85.1% | 74.8%+10.3pp | 76.5%+8.6pp | 67.2%+17.9pp |
| Annual return | 19.02% | 54.95%-35.9pp | 29.37%-10.3pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $1,123 | $2,362-52.4% | $3,024-62.9% | $2,624-57.2% |
| Participant deferral / active EE | $3,571 | $4,414-19.1% | $5,054-29.3% | $4,347-17.9% |
| Admin fee / account holder | $167 | $2,001-91.6% | $9,448-98.2% | $1,944-91.4% |