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 4-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 39-2018056 | Recordkeeping | $33,941 |
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,421 | $105,181+0.2% | $159,436-33.9% | $85,850+22.8% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.8%+10.6pp | 69.3%+24.1pp |
| Annual return | 15.97% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $2,514 | $3,318-24.2% | $4,829-47.9% | $2,565-2.0% |
| Participant deferral / active EE | $11,181 | $5,945+88.1% | $7,352+52.1% | $3,952+182.9% |
| Admin fee / account holder | $225 | $6,933-96.8% | $10,799-97.9% | $6,260-96.4% |