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 | $17,539 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $495 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,036 | $65,061-50.8% | $143,757-77.7% | $66,914-52.1% |
| Participation rate | 98.2% | 65.2%+33.1pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -13.24% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,283 | $2,361-45.7% | $4,951-74.1% | $2,544-49.6% |
| Participant deferral / active EE | $7,534 | $2,919+158.1% | $5,637+33.6% | $4,237+77.8% |
| Admin fee / account holder | $13 | $502-97.4% | $14,673-99.9% | $593-97.8% |