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 13-5674085 | Recordkeeping | $29,513 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,539 |
ADP BROKER-DEALER8 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 | $79,448 | $55,472+43.2% | $155,567-48.9% | $74,546+6.6% |
| Participation rate | 96.8% | 61.9%+34.9pp | 78.2%+18.6pp | 67.2%+29.6pp |
| Annual return | 15.18% | 268.72%-253.5pp | 64.74%-49.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $4,320 | $2,269+90.4% | $4,674-7.6% | $2,624+64.6% |
| Participant deferral / active EE | $10,121 | $2,838+256.7% | $5,628+79.8% | $4,347+132.8% |
| Admin fee / account holder | $161 | $1,743-90.8% | $15,916-99.0% | $1,944-91.7% |