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 | $101,499-38.3% | $147,005-57.4% | $74,546-16.0% |
| Participation rate | 97.7% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 24.33% | 8732.34%-8708.0pp | 418.76%-394.4pp | 1366.03%-1341.7pp |
| Employer contribution / active EE | $4,219 | $3,811+10.7% | $4,934-14.5% | $2,624+60.8% |
| Participant deferral / active EE | $9,039 | $7,304+23.7% | $8,070+12.0% | $4,347+107.9% |
| Admin fee / account holder | $152 | $1,748-91.3% | $13,006-98.8% | $1,944-92.2% |