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 52 · EIN 13-5674085 | Indirect Investment Fees | $155,402 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,597 |
PRESENCE MARKETING, LLC2 years Service code 15 · EIN 36-3706401 | Recordkeeping | $9,600 |
ADP BROKER-DEALER8+ 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 | $75,938 | $71,142+6.7% | $119,609-36.5% | $64,808+17.2% |
| Participation rate | 91.9% | 78.6%+13.3pp | 79.3%+12.7pp | 71.5%+20.5pp |
| Annual return | -13.29% | -10.01%-3.3pp | -14.97%+1.7pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,788 | $2,497+11.6% | $4,232-34.1% | $2,506+11.2% |
| Participant deferral / active EE | $6,253 | $4,490+39.3% | $5,602+11.6% | $4,310+45.1% |
| Admin fee / account holder | $120 | $162-25.8% | $10,323-98.8% | $188-35.9% |