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 | $19,281 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,713 |
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 | $31,137 | $71,516-56.5% | $98,439-68.4% | $71,457-56.4% |
| Participation rate | 91.7% | 72.7%+19.0pp | 75.2%+16.5pp | 67.9%+23.7pp |
| Annual return | 14.73% | 32.41%-17.7pp | 21.16%-6.4pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,367 | $2,399-1.3% | $3,048-22.4% | $2,588-8.5% |
| Participant deferral / active EE | $3,373 | $4,109-17.9% | $4,738-28.8% | $4,289-21.3% |
| Admin fee / account holder | $121 | $1,675-92.8% | $8,948-98.6% | $1,587-92.4% |