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 | $35,562 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,700 |
ADP BROKER-DEALER2 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 | $64,897 | $84,487-23.2% | $125,339-48.2% | $66,914-3.0% |
| Participation rate | 86.3% | 76.4%+9.9pp | 82.4%+3.9pp | 69.8%+16.5pp |
| Annual return | -17.31% | -8.39%-8.9pp | 572.05%-589.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $5,341 | $3,553+50.3% | $4,814+11.0% | $2,544+109.9% |
| Participant deferral / active EE | $10,850 | $6,781+60.0% | $7,446+45.7% | $4,237+156.1% |
| Admin fee / account holder | $159 | $685-76.8% | $10,010-98.4% | $593-73.2% |