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 | $30,432 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,545 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $43,962 | $80,724-45.5% | $103,333-57.5% | $74,495-41.0% |
| Participation rate | 75.4% | 65.7%+9.7pp | 74.5%+0.9pp | 67.2%+8.2pp |
| Annual return | 19.12% | 27.56%-8.4pp | 24.88%-5.8pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,680 | $3,860-30.6% | $5,057-47.0% | $4,346-38.3% |
| Admin fee / account holder | $295 | $2,368-87.5% | $8,355-96.5% | $1,942-84.8% |