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 16-1268242 | Recordkeeping | $26,873 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,571 |
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 | $51,423 | $65,435-21.4% | $86,677-40.7% | $66,914-23.2% |
| Participation rate | 72.6% | 75.5%-2.8pp | 76.6%-3.9pp | 69.8%+2.8pp |
| Annual return | -16.46% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,528 | $2,153+17.4% | $2,836-10.9% | $2,544-0.7% |
| Participant deferral / active EE | $4,713 | $4,100+14.9% | $4,656+1.2% | $4,237+11.2% |
| Admin fee / account holder | $180 | $642-72.0% | $7,493-97.6% | $593-69.7% |