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 | $31,635 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,425 |
ADP BROKER-DEALER4 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 | $66,487 | $104,475-36.4% | $159,436-58.3% | $79,386-16.2% |
| Participation rate | 93.2% | 76.6%+16.6pp | 82.8%+10.4pp | 70.7%+22.5pp |
| Annual return | 18.50% | 67.95%-49.5pp | 263.57%-245.1pp | 116.85%-98.4pp |
| Employer contribution / active EE | $2,273 | $3,417-33.5% | $4,829-52.9% | $2,427-6.4% |
| Participant deferral / active EE | $9,047 | $6,467+39.9% | $7,352+23.1% | $4,046+123.6% |
| Admin fee / account holder | $127 | $711-82.1% | $10,799-98.8% | $626-79.7% |