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 | $83,812 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,750 |
ADP BROKER-DEALER1 year 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 | $122,802 | $100,923+21.7% | $150,045-18.2% | $74,304+65.3% |
| Participation rate | 82.6% | 70.1%+12.5pp | 82.3%+0.3pp | 60.3%+22.2pp |
| Annual return | 20.39% | 51.77%-31.4pp | 62.55%-42.2pp | 29.43%-9.0pp |
| Employer contribution / active EE | $3,768 | $3,463+8.8% | $4,693-19.7% | $2,241+68.1% |
| Participant deferral / active EE | $9,534 | $6,709+42.1% | $7,997+19.2% | $3,767+153.1% |
| Admin fee / account holder | $278 | $2,767-89.9% | $13,435-97.9% | $2,969-90.6% |