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 | $24,785 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,999 |
ADP BROKER-DEALER2 years 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 | $39,115 | $72,607-46.1% | $90,749-56.9% | $66,914-41.5% |
| Participation rate | 72.8% | 73.7%-0.8pp | 75.7%-2.9pp | 69.8%+3.0pp |
| Annual return | 0.45% | -12.28%+12.7pp | -12.16%+12.6pp | 1.58%-1.1pp |
| Employer contribution / active EE | $3,168 | $2,369+33.7% | $2,921+8.5% | $2,544+24.5% |
| Participant deferral / active EE | $6,134 | $3,977+54.2% | $4,564+34.4% | $4,237+44.8% |
| Admin fee / account holder | $205 | $707-71.1% | $8,445-97.6% | $593-65.5% |