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 | $28,234 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,779 |
ADP BROKER-DEALER4 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 | $65,272 | $79,171-17.6% | $102,423-36.3% | $74,495-12.4% |
| Participation rate | 79.6% | 74.8%+4.8pp | 76.5%+3.2pp | 67.2%+12.4pp |
| Annual return | 11.61% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,762 | $2,362+16.9% | $3,023-8.6% | $2,623+5.3% |
| Participant deferral / active EE | $5,477 | $4,415+24.0% | $5,053+8.4% | $4,346+26.0% |
| Admin fee / account holder | $198 | $2,001-90.1% | $9,451-97.9% | $1,942-89.8% |