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 | $50,343 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,529 |
ADP BROKER-DEALER5 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 | $53,431 | $88,083-39.3% | $164,813-67.6% | $74,495-28.3% |
| Participation rate | 98.0% | 73.0%+24.9pp | 78.6%+19.4pp | 67.2%+30.8pp |
| Annual return | 16.70% | 17.26%-0.6pp | 69.93%-53.2pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,955 | $2,593+13.9% | $4,341-31.9% | $2,623+12.6% |
| Participant deferral / active EE | $5,181 | $4,498+15.2% | $6,031-14.1% | $4,346+19.2% |
| Admin fee / account holder | $247 | $2,234-89.0% | $12,690-98.1% | $1,942-87.3% |