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 | $13,590 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,328 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,154 | $76,050-30.1% | $96,544-44.9% | $71,457-25.6% |
| Participation rate | 92.3% | 74.4%+17.9pp | 76.0%+16.3pp | 67.9%+24.4pp |
| Annual return | 16.62% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $624 | $2,244-72.2% | $2,965-79.0% | $2,588-75.9% |
| Participant deferral / active EE | $3,898 | $4,215-7.5% | $4,851-19.6% | $4,289-9.1% |
| Admin fee / account holder | $143 | $2,707-94.7% | $8,252-98.3% | $1,587-91.0% |