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 84-4826355 | Recordkeeping | $49,966 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,788 | $130,224+41.9% | $197,124-6.3% | $79,634+132.0% |
| Participation rate | 98.9% | 87.8%+11.1pp | 86.7%+12.2pp | 62.5%+36.4pp |
| Annual return | 20.12% | 23.65%-3.5pp | 44.34%-24.2pp | 36.46%-16.3pp |
| Employer contribution / active EE | $7,637 | $4,314+77.0% | $6,227+22.6% | $2,529+201.9% |
| Participant deferral / active EE | $14,819 | $7,378+100.9% | $9,135+62.2% | $3,835+286.5% |
| Admin fee / account holder | $61 | $254-76.0% | $16,298-99.6% | $1,002-93.9% |