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 | $29,350 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,831 |
ADP BROKER-DEALER5 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 | $73,443 | $87,870-16.4% | $113,168-35.1% | $74,304-1.2% |
| Participation rate | 71.8% | 70.7%+1.0pp | 76.6%-4.8pp | 60.3%+11.4pp |
| Annual return | 16.39% | 26.44%-10.1pp | 24.27%-7.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,410 | $2,277+5.8% | $2,975-19.0% | $2,241+7.5% |
| Participant deferral / active EE | $4,714 | $4,241+11.2% | $5,107-7.7% | $3,767+25.1% |
| Admin fee / account holder | $209 | $3,368-93.8% | $12,068-98.3% | $2,969-93.0% |