Filed March 25, 2025
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 6-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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $92,025 |
SMITH, MOORE & CO.5 years Filed as: SMITH MOORE & CO Service code 15 · EIN 43-1244128 | Recordkeeping | $56,240 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,806 | $58,778-18.7% | $129,295-63.0% | $77,671-38.5% |
| Participation rate | 91.7% | 59.2%+32.4pp | 69.6%+22.0pp | 70.6%+21.1pp |
| Annual return | 16.55% | 24.73%-8.2pp | 9429.28%-9412.7pp | 31.21%-14.7pp |
| Employer contribution / active EE | $2,152 | $1,952+10.2% | $4,157-48.2% | $2,726-21.1% |
| Participant deferral / active EE | $4,323 | $3,212+34.6% | $4,169+3.7% | $4,648-7.0% |
| Admin fee / account holder | $212 | $589-64.1% | $7,665-97.2% | $430-50.8% |