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 | $120,791 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,508 |
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 | $99,204 | $86,655+14.5% | $119,609-17.1% | $66,914+48.3% |
| Participation rate | 95.4% | 75.6%+19.8pp | 79.3%+16.1pp | 69.8%+25.6pp |
| Annual return | -16.54% | -8.00%-8.5pp | -14.97%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,008 | $2,536+18.6% | $4,232-28.9% | $2,544+18.2% |
| Participant deferral / active EE | $4,406 | $4,358+1.1% | $5,602-21.3% | $4,237+4.0% |
| Admin fee / account holder | $205 | $755-72.8% | $10,323-98.0% | $593-65.4% |