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 | $15,423 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,229 |
ADP BROKER-DEALER2 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 | $57,032 | $29,660+92.3% | $56,411+1.1% | $80,856-29.5% |
| Participation rate | 97.7% | 41.6%+56.1pp | 52.5%+45.2pp | 67.6%+30.1pp |
| Annual return | 15.26% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $624 | $669-6.7% | $1,039-39.9% | $2,755-77.3% |
| Participant deferral / active EE | $2,498 | $1,226+103.7% | $1,952+28.0% | $4,296-41.9% |
| Admin fee / account holder | $219 | $2,428-91.0% | $2,829-92.3% | $6,918-96.8% |