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 10-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 59 · EIN 13-5674085 | Shareholder Servicing | $43,561 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,274 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $67,214 | $84,936-20.9% | $111,297-39.6% | $79,386-15.3% |
| Participation rate | 96.3% | 75.9%+20.5pp | 77.3%+19.0pp | 70.7%+25.6pp |
| Annual return | 10.82% | 17.45%-6.6pp | 54.65%-43.8pp | 116.85%-106.0pp |
| Employer contribution / active EE | $1,902 | $1,979-3.9% | $2,731-30.4% | $2,427-21.6% |
| Participant deferral / active EE | $3,322 | $3,888-14.6% | $4,487-26.0% | $4,046-17.9% |
| Admin fee / account holder | $234 | $537-56.4% | $7,964-97.1% | $626-62.6% |