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 15 · EIN 13-5674085 | Recordkeeping | $44,571 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,209 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,794 | $81,474+36.0% | $133,956-17.3% | $73,488+50.8% |
| Participation rate | 95.3% | 76.4%+18.9pp | 79.8%+15.5pp | 70.7%+24.6pp |
| Annual return | 16.89% | 19.40%-2.5pp | 45.09%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $571 | $2,209-74.2% | $3,919-85.4% | $2,270-74.9% |
| Participant deferral / active EE | $4,603 | $3,786+21.6% | $5,048-8.8% | $3,740+23.1% |
| Admin fee / account holder | $263 | $713-63.2% | $8,927-97.1% | $513-48.8% |