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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $32,275 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,010 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,075 | $84,487-25.3% | $125,339-49.7% | $66,914-5.7% |
| Participation rate | 75.7% | 76.4%-0.7pp | 82.4%-6.6pp | 69.8%+5.9pp |
| Annual return | -18.38% | -8.39%-10.0pp | 572.05%-590.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,979 | $3,553-16.1% | $4,814-38.1% | $2,544+17.1% |
| Participant deferral / active EE | $10,780 | $6,781+59.0% | $7,446+44.8% | $4,237+154.4% |
| Admin fee / account holder | $270 | $685-60.6% | $10,010-97.3% | $593-54.5% |