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 | $125,771 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,984 |
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 | $83,187 | $91,407-9.0% | $135,903-38.8% | $71,457+16.4% |
| Participation rate | 93.2% | 75.7%+17.6pp | 81.9%+11.3pp | 67.9%+25.3pp |
| Annual return | 45.15% | 29.90%+15.3pp | 68.23%-23.1pp | 28.85%+16.3pp |
| Employer contribution / active EE | $2,125 | $3,703-42.6% | $4,856-56.2% | $2,588-17.9% |
| Participant deferral / active EE | $7,453 | $7,092+5.1% | $7,758-3.9% | $4,289+73.8% |
| Admin fee / account holder | $73 | $1,266-94.3% | $10,762-99.3% | $1,587-95.4% |