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 | $19,562 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,666 |
ADP BROKER-DEALER6 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 | $29,648 | $72,607-59.2% | $90,749-67.3% | $66,914-55.7% |
| Participation rate | 93.0% | 73.7%+19.3pp | 75.7%+17.3pp | 69.8%+23.2pp |
| Annual return | -14.91% | -12.28%-2.6pp | -12.16%-2.7pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,927 | $2,369-18.6% | $2,921-34.0% | $2,544-24.3% |
| Participant deferral / active EE | $3,332 | $3,977-16.2% | $4,564-27.0% | $4,237-21.4% |
| Admin fee / account holder | $123 | $707-82.5% | $8,445-98.5% | $593-79.2% |