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 20-4187012 | Recordkeeping | $18,588 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,264 |
ADP BROKER-DEALER5 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 | $33,783 | $79,428-57.5% | $106,548-68.3% | $79,386-57.4% |
| Participation rate | 91.8% | 74.1%+17.7pp | 76.1%+15.7pp | 70.7%+21.1pp |
| Annual return | 15.22% | 18.27%-3.0pp | 26.80%-11.6pp | 116.85%-101.6pp |
| Employer contribution / active EE | $2,080 | $2,234-6.9% | $2,819-26.2% | $2,427-14.3% |
| Participant deferral / active EE | $3,550 | $3,823-7.1% | $4,398-19.3% | $4,046-12.2% |
| Admin fee / account holder | $120 | $523-77.1% | $7,407-98.4% | $626-80.9% |