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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,602 |
Filed as: BARNES DENNIG & CO.,LTD Service code 15 · EIN 31-1119890 | Recordkeeping | $10,750 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,600 | $100,923+125.5% | $150,045+51.7% | $74,304+206.3% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.3%-3.0pp | 60.3%+19.0pp |
| Annual return | 14.77% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,456 | $3,463-29.1% | $4,693-47.7% | $2,241+9.6% |
| Participant deferral / active EE | $10,952 | $6,709+63.2% | $7,997+37.0% | $3,767+190.7% |
| Admin fee / account holder | $223 | $2,767-91.9% | $13,435-98.3% | $2,969-92.5% |