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 42-0941553 | Recordkeeping | $18,569 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,455 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,808 | $79,428-44.8% | $106,548-58.9% | $79,386-44.8% |
| Participation rate | 72.9% | 74.1%-1.3pp | 76.1%-3.3pp | 70.7%+2.2pp |
| Annual return | 22.35% | 18.27%+4.1pp | 26.80%-4.5pp | 116.85%-94.5pp |
| Employer contribution / active EE | $2,528 | $2,234+13.1% | $2,819-10.3% | $2,427+4.1% |
| Participant deferral / active EE | $5,079 | $3,823+32.9% | $4,398+15.5% | $4,046+25.5% |
| Admin fee / account holder | $112 | $523-78.6% | $7,407-98.5% | $626-82.1% |