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 | $15,464 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,285 |
ADP BROKER-DEALER9+ 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 | $59,911 | $79,171-24.3% | $102,423-41.5% | $74,495-19.6% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.9pp | 67.2%+24.1pp |
| Annual return | 12.81% | 54.93%-42.1pp | 29.32%-16.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $609 | $2,362-74.2% | $3,023-79.9% | $2,623-76.8% |
| Participant deferral / active EE | $3,858 | $4,415-12.6% | $5,053-23.7% | $4,346-11.2% |
| Admin fee / account holder | $167 | $2,001-91.6% | $9,451-98.2% | $1,942-91.4% |