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 | $23,367 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,230 |
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 | $62,969 | $99,957-37.0% | $149,696-57.9% | $73,488-14.3% |
| Participation rate | 89.2% | 75.7%+13.5pp | 82.5%+6.7pp | 70.7%+18.5pp |
| Annual return | 20.33% | 53.87%-33.5pp | 276.60%-256.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,394 | $3,191-25.0% | $4,644-48.4% | $2,270+5.5% |
| Participant deferral / active EE | $9,130 | $6,073+50.3% | $6,842+33.4% | $3,740+144.1% |
| Admin fee / account holder | $110 | $551-80.0% | $9,309-98.8% | $513-78.5% |