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 | $49,688 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,377 |
ADP BROKER-DEALER4+ 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 | $96,389 | $76,050+26.7% | $96,544-0.2% | $71,457+34.9% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.5pp | 67.9%+31.6pp |
| Annual return | 22.71% | 22.81%-0.1pp | 25.84%-3.1pp | 28.85%-6.1pp |
| Employer contribution / active EE | $5,580 | $2,244+148.7% | $2,965+88.2% | $2,588+115.7% |
| Participant deferral / active EE | $6,532 | $4,215+55.0% | $4,851+34.7% | $4,289+52.3% |
| Admin fee / account holder | $159 | $2,707-94.1% | $8,252-98.1% | $1,587-90.0% |