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 3-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 27-3463733 | Recordkeeping | $26,206 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,430 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $7,952 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $21 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,057 | $89,465-48.5% | $164,866-72.1% | $77,671-40.7% |
| Participation rate | 61.0% | 78.6%-17.6pp | 78.6%-17.6pp | 70.6%-9.6pp |
| Annual return | 20.09% | 28.81%-8.7pp | 69.97%-49.9pp | 31.21%-11.1pp |
| Employer contribution / active EE | $977 | $2,568-62.0% | $4,343-77.5% | $2,726-64.2% |
| Participant deferral / active EE | $5,031 | $4,897+2.7% | $6,033-16.6% | $4,648+8.2% |
| Admin fee / account holder | $111 | $340-67.3% | $12,689-99.1% | $430-74.2% |