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 | $52,486 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,114 |
ADP BROKER-DEALER7 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 | $89,093 | $55,415+60.8% | $155,509-42.7% | $74,495+19.6% |
| Participation rate | 92.3% | 61.9%+30.4pp | 78.2%+14.1pp | 67.2%+25.1pp |
| Annual return | 30.77% | 268.50%-237.7pp | 64.67%-33.9pp | 1364.94%-1334.2pp |
| Employer contribution / active EE | $2,095 | $2,267-7.6% | $4,672-55.2% | $2,623-20.1% |
| Participant deferral / active EE | $7,647 | $2,836+169.6% | $5,626+35.9% | $4,346+76.0% |
| Admin fee / account holder | $155 | $1,738-91.1% | $15,912-99.0% | $1,942-92.0% |