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 | $47,429 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,865 |
ADP BROKER-DEALER6 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 | $80,502 | $106,028-24.1% | $146,958-45.2% | $77,643+3.7% |
| Participation rate | 85.7% | 78.4%+7.3pp | 82.2%+3.6pp | 70.6%+15.1pp |
| Annual return | 16.30% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $3,092 | $4,063-23.9% | $4,933-37.3% | $2,726+13.4% |
| Participant deferral / active EE | $7,592 | $7,990-5.0% | $8,070-5.9% | $4,647+63.4% |
| Admin fee / account holder | $139 | $337-58.9% | $12,998-98.9% | $430-67.8% |