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 | $24,855 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,518 |
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 | $62,595 | $101,317-38.2% | $146,958-57.4% | $74,495-16.0% |
| Participation rate | 97.7% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 24.33% | 8730.91%-8706.6pp | 418.34%-394.0pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $4,219 | $3,810+10.7% | $4,933-14.5% | $2,623+60.9% |
| Participant deferral / active EE | $9,039 | $7,303+23.8% | $8,070+12.0% | $4,346+108.0% |
| Admin fee / account holder | $152 | $1,739-91.3% | $12,998-98.8% | $1,942-92.2% |