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 | $32,009 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,853 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $54,763 | $65,435-16.3% | $86,677-36.8% | $66,914-18.2% |
| Participation rate | 79.2% | 75.5%+3.8pp | 76.6%+2.7pp | 69.8%+9.4pp |
| Annual return | -21.19% | -10.89%-10.3pp | 35.91%-57.1pp | 1.58%-22.8pp |
| Employer contribution / active EE | $1,687 | $2,153-21.7% | $2,836-40.5% | $2,544-33.7% |
| Participant deferral / active EE | $3,791 | $4,100-7.6% | $4,656-18.6% | $4,237-10.5% |
| Admin fee / account holder | $212 | $642-66.9% | $7,493-97.2% | $593-64.2% |