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 | $37,048 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,835 |
ADP BROKER-DEALER6 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 | $61,805 | $91,407-32.4% | $135,903-54.5% | $71,457-13.5% |
| Participation rate | 96.6% | 75.7%+20.9pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 19.86% | 29.90%-10.0pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,957 | $3,703-20.2% | $4,856-39.1% | $2,588+14.3% |
| Participant deferral / active EE | $12,434 | $7,092+75.3% | $7,758+60.3% | $4,289+189.9% |
| Admin fee / account holder | $128 | $1,266-89.9% | $10,762-98.8% | $1,587-91.9% |