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 | $24,748 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,111 |
ADP BROKER-DEALER3 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 | $60,187 | $76,050-20.9% | $96,544-37.7% | $71,457-15.8% |
| Participation rate | 74.6% | 74.4%+0.2pp | 76.0%-1.4pp | 67.9%+6.7pp |
| Annual return | 14.97% | 22.81%-7.8pp | 25.84%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,384 | $2,244+6.2% | $2,965-19.6% | $2,588-7.9% |
| Participant deferral / active EE | $4,675 | $4,215+10.9% | $4,851-3.6% | $4,289+9.0% |
| Admin fee / account holder | $163 | $2,707-94.0% | $8,252-98.0% | $1,587-89.7% |