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 | $131,799+40.2% | $200,582-7.9% | $85,563+116.0% |
| Participation rate | 98.9% | 87.9%+11.0pp | 86.9%+12.0pp | 66.0%+32.9pp |
| Annual return | 20.12% | 21.59%-1.5pp | 42.33%-22.2pp | 31.51%-11.4pp |
| Employer contribution / active EE | $7,637 | $4,532+68.5% | $6,419+19.0% | $2,654+187.8% |
| Participant deferral / active EE | $14,819 | $7,702+92.4% | $9,331+58.8% | $4,375+238.7% |
| Admin fee / account holder | $61 | $235-74.0% | $16,305-99.6% | $834-92.7% |