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 | $36,147 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,672 |
ADP BROKER-DEALER8+ 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 | $94,390 | $86,655+8.9% | $119,609-21.1% | $66,914+41.1% |
| Participation rate | 96.0% | 75.6%+20.5pp | 79.3%+16.8pp | 69.8%+26.2pp |
| Annual return | -13.76% | -8.00%-5.8pp | -14.97%+1.2pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,765 | $2,536-30.4% | $4,232-58.3% | $2,544-30.6% |
| Participant deferral / active EE | $4,836 | $4,358+11.0% | $5,602-13.7% | $4,237+14.1% |
| Admin fee / account holder | $218 | $755-71.1% | $10,323-97.9% | $593-63.3% |