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 6-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 81-3385223 | Recordkeeping | $27,977 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,196 | $84,487-35.9% | $125,339-56.8% | $66,914-19.0% |
| Participation rate | 83.2% | 76.4%+6.8pp | 82.4%+0.9pp | 69.8%+13.4pp |
| Annual return | -17.64% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $4,728 | $3,553+33.1% | $4,814-1.8% | $2,544+85.8% |
| Participant deferral / active EE | $9,085 | $6,781+34.0% | $7,446+22.0% | $4,237+114.4% |
| Admin fee / account holder | $122 | $685-82.3% | $10,010-98.8% | $593-79.5% |