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 5-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 94-3397213 | Recordkeeping | $8,465 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $290 |
ADP BROKER-DEALER1 year 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 | $74,481 | $104,475-28.7% | $159,436-53.3% | $79,386-6.2% |
| Participation rate | 79.4% | 76.6%+2.8pp | 82.8%-3.4pp | 70.7%+8.7pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $1,878 | $3,417-45.0% | $4,829-61.1% | $2,427-22.6% |
| Participant deferral / active EE | $3,878 | $6,467-40.0% | $7,352-47.3% | $4,046-4.1% |
| Admin fee / account holder | $44 | $711-93.8% | $10,799-99.6% | $626-93.0% |