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 | $57,185 |
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,591 |
ADP BROKER-DEALER5+ 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 | $104,369 | $79,171+31.8% | $102,423+1.9% | $74,495+40.1% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 17.21% | 54.93%-37.7pp | 29.32%-12.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $5,336 | $2,362+125.9% | $3,023+76.5% | $2,623+103.4% |
| Participant deferral / active EE | $7,143 | $4,415+61.8% | $5,053+41.4% | $4,346+64.4% |
| Admin fee / account holder | $180 | $2,001-91.0% | $9,451-98.1% | $1,942-90.7% |