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 | $41,003 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,538 |
ADP BROKER-DEALER3 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 | $82,596 | $91,407-9.6% | $135,903-39.2% | $71,457+15.6% |
| Participation rate | 88.7% | 75.7%+13.0pp | 81.9%+6.8pp | 67.9%+20.8pp |
| Annual return | 19.76% | 29.90%-10.1pp | 68.23%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $7,336 | $3,703+98.1% | $4,856+51.1% | $2,588+183.5% |
| Participant deferral / active EE | $14,379 | $7,092+102.7% | $7,758+85.4% | $4,289+235.3% |
| Admin fee / account holder | $188 | $1,266-85.1% | $10,762-98.2% | $1,587-88.1% |