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 | $29,374 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,333 |
ADP BROKER-DEALER9+ 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 | $58,662 | $76,050-22.9% | $96,544-39.2% | $71,457-17.9% |
| Participation rate | 73.7% | 74.4%-0.7pp | 76.0%-2.3pp | 67.9%+5.8pp |
| Annual return | 10.45% | 22.81%-12.4pp | 25.84%-15.4pp | 28.85%-18.4pp |
| Employer contribution / active EE | $1,732 | $2,244-22.8% | $2,965-41.6% | $2,588-33.1% |
| Participant deferral / active EE | $4,018 | $4,215-4.7% | $4,851-17.2% | $4,289-6.3% |
| Admin fee / account holder | $188 | $2,707-93.1% | $8,252-97.7% | $1,587-88.2% |