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 | $19,209 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,795 |
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 | $36,540 | $65,435-44.2% | $86,677-57.8% | $66,914-45.4% |
| Participation rate | 73.2% | 75.5%-2.2pp | 76.6%-3.3pp | 69.8%+3.4pp |
| Annual return | -17.27% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,104 | $2,153-48.7% | $2,836-61.1% | $2,544-56.6% |
| Participant deferral / active EE | $2,175 | $4,100-46.9% | $4,656-53.3% | $4,237-48.7% |
| Admin fee / account holder | $163 | $642-74.5% | $7,493-97.8% | $593-72.4% |