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 | $52,063 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,270 |
ADP BROKER-DEALER5 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 | $152,959 | $80,724+89.5% | $103,333+48.0% | $74,495+105.3% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 14.67% | 27.56%-12.9pp | 24.88%-10.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $7,517 | $3,157+138.1% | $3,868+94.3% | $2,623+186.6% |
| Participant deferral / active EE | $8,073 | $3,860+109.1% | $5,057+59.6% | $4,346+85.8% |
| Admin fee / account holder | $288 | $2,368-87.8% | $8,355-96.5% | $1,942-85.2% |