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 52 · EIN 13-5674085 | Indirect Investment Fees | $37,712 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,831 |
ADP BROKER-DEALER9+ 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 | $43,299 | $65,390-33.8% | $169,368-74.4% | $71,457-39.4% |
| Participation rate | 82.9% | 67.0%+15.9pp | 77.1%+5.8pp | 67.9%+15.0pp |
| Annual return | 15.89% | 21.31%-5.4pp | 405.60%-389.7pp | 28.85%-13.0pp |
| Employer contribution / active EE | $891 | $2,079-57.1% | $4,013-77.8% | $2,588-65.6% |
| Participant deferral / active EE | $3,467 | $4,367-20.6% | $6,221-44.3% | $4,289-19.2% |
| Admin fee / account holder | $95 | $1,324-92.8% | $9,003-98.9% | $1,587-94.0% |