Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $34,914 |
Filed as: BARNES DENNIG & CO.,LTD Service code 15 · EIN 31-1119890 | Recordkeeping | $10,000 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,896 | $101,499+105.8% | $147,005+42.1% | $74,546+180.2% |
| Participation rate | 83.4% | 75.5%+7.9pp | 82.2%+1.3pp | 67.2%+16.2pp |
| Annual return | 19.01% | 8732.34%-8713.3pp | 418.76%-399.8pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $2,311 | $3,811-39.4% | $4,934-53.2% | $2,624-11.9% |
| Participant deferral / active EE | $10,438 | $7,304+42.9% | $8,070+29.3% | $4,347+140.1% |
| Admin fee / account holder | $256 | $1,748-85.3% | $13,006-98.0% | $1,944-86.8% |