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 | $33,279 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,485 |
ADP BROKER-DEALER9 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 | $81,855 | $49,915+64.0% | $154,803-47.1% | $74,304+10.2% |
| Participation rate | 96.2% | 54.0%+42.2pp | 78.1%+18.1pp | 60.3%+35.8pp |
| Annual return | 16.21% | 34.06%-17.8pp | 58.88%-42.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $4,511 | $1,611+180.0% | $4,305+4.8% | $2,241+101.3% |
| Participant deferral / active EE | $10,956 | $2,255+385.9% | $5,540+97.7% | $3,767+190.8% |
| Admin fee / account holder | $166 | $2,189-92.4% | $14,329-98.8% | $2,969-94.4% |