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 13-5674085 | Recordkeeping | $88,810 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,120 | $100,923+62.6% | $150,045+9.4% | $74,304+120.9% |
| Participation rate | 77.8% | 70.1%+7.7pp | 82.3%-4.5pp | 60.3%+17.4pp |
| Annual return | 12.09% | 51.77%-39.7pp | 62.55%-50.5pp | 29.43%-17.3pp |
| Employer contribution / active EE | $810 | $3,463-76.6% | $4,693-82.7% | $2,241-63.9% |
| Participant deferral / active EE | $6,721 | $6,709+0.2% | $7,997-16.0% | $3,767+78.4% |
| Admin fee / account holder | $129 | $2,767-95.3% | $13,435-99.0% | $2,969-95.7% |