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 6-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 | $53,401 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,432 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $88,877 | $65,435+35.8% | $86,677+2.5% | $66,914+32.8% |
| Participation rate | 96.9% | 75.5%+21.4pp | 76.6%+20.3pp | 69.8%+27.1pp |
| Annual return | -20.52% | -10.89%-9.6pp | 35.91%-56.4pp | 1.58%-22.1pp |
| Employer contribution / active EE | $4,888 | $2,153+127.0% | $2,836+72.3% | $2,544+92.1% |
| Participant deferral / active EE | $5,627 | $4,100+37.2% | $4,656+20.9% | $4,237+32.8% |
| Admin fee / account holder | $186 | $642-71.0% | $7,493-97.5% | $593-68.7% |