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 | $20,448 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,927 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,177 | $98,750-23.9% | $149,696-49.8% | $79,858-5.9% |
| Participation rate | 98.9% | 75.8%+23.2pp | 82.5%+16.5pp | 69.6%+29.3pp |
| Annual return | 17.34% | 27.43%-10.1pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $4,687 | $3,216+45.7% | $4,644+0.9% | $2,471+89.7% |
| Participant deferral / active EE | $7,706 | $5,680+35.7% | $6,842+12.6% | $3,740+106.0% |
| Admin fee / account holder | $133 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |