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 | $42,655 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,420 |
ADP BROKER-DEALER7+ 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 | $99,321 | $70,428+41.0% | $96,562+2.9% | $85,850+15.7% |
| Participation rate | 72.2% | 61.8%+10.4pp | 69.8%+2.4pp | 69.3%+2.9pp |
| Annual return | 11.66% | 18.59%-6.9pp | 37.78%-26.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $870 | $1,413-38.4% | $2,356-63.1% | $2,565-66.1% |
| Participant deferral / active EE | $5,566 | $2,894+92.3% | $3,849+44.6% | $3,952+40.8% |
| Admin fee / account holder | $23 | $4,997-99.5% | $6,181-99.6% | $6,260-99.6% |