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 | $153,482 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,900 |
ADP BROKER-DEALER3 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 | $76,810 | $89,436-14.1% | $164,813-53.4% | $77,643-1.1% |
| Participation rate | 93.3% | 78.6%+14.7pp | 78.6%+14.7pp | 70.6%+22.7pp |
| Annual return | 16.77% | 28.83%-12.1pp | 69.93%-53.2pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,383 | $2,569-46.1% | $4,341-68.1% | $2,726-49.2% |
| Participant deferral / active EE | $4,426 | $4,897-9.6% | $6,031-26.6% | $4,647-4.8% |
| Admin fee / account holder | $98 | $339-71.0% | $12,690-99.2% | $430-77.1% |