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 52 · EIN 13-5674085 | Indirect Investment Fees | $36,504 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,770 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,579 | $58,879+8.0% | $178,490-64.4% | $73,488-13.5% |
| Participation rate | 93.2% | 66.2%+27.0pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 21.45% | 24.86%-3.4pp | 151.07%-129.6pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,834 | $2,236-18.0% | $5,011-63.4% | $2,270-19.2% |
| Participant deferral / active EE | $6,030 | $2,567+134.9% | $5,202+15.9% | $3,740+61.3% |
| Admin fee / account holder | $126 | $400-68.5% | $13,984-99.1% | $513-75.4% |