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 8-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 16-1503696 | Recordkeeping | $16,134 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $665 |
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 | $21,703 | $64,871-66.5% | $129,110-83.2% | $66,914-67.6% |
| Participation rate | 99.3% | 74.0%+25.3pp | 77.3%+22.0pp | 69.8%+29.5pp |
| Annual return | -21.80% | -12.21%-9.6pp | -10.94%-10.9pp | 1.58%-23.4pp |
| Employer contribution / active EE | $4,883 | $3,741+30.5% | $5,052-3.3% | $2,544+91.9% |
| Participant deferral / active EE | $5,425 | $5,090+6.6% | $6,542-17.1% | $4,237+28.0% |
| Admin fee / account holder | $136 | $629-78.3% | $14,302-99.0% | $593-77.0% |