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 | $25,974 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,560 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,825 | $84,487-73.0% | $125,339-81.8% | $66,914-65.9% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.83% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,082 | $3,553-69.6% | $4,814-77.5% | $2,544-57.5% |
| Participant deferral / active EE | $7,962 | $6,781+17.4% | $7,446+6.9% | $4,237+87.9% |
| Admin fee / account holder | $132 | $685-80.7% | $10,010-98.7% | $593-77.7% |