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 | $99,982 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,620 |
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 | $95,820 | $81,474+17.6% | $133,956-28.5% | $73,488+30.4% |
| Participation rate | 98.2% | 76.4%+21.8pp | 79.8%+18.3pp | 70.7%+27.5pp |
| Annual return | 20.85% | 19.40%+1.4pp | 45.09%-24.2pp | 28.51%-7.7pp |
| Employer contribution / active EE | $2,622 | $2,209+18.7% | $3,919-33.1% | $2,270+15.5% |
| Participant deferral / active EE | $3,430 | $3,786-9.4% | $5,048-32.0% | $3,740-8.3% |
| Admin fee / account holder | $152 | $713-78.6% | $8,927-98.3% | $513-70.3% |