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 9-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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,861 |
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 | $18,807 | $65,061-71.1% | $143,757-86.9% | $66,914-71.9% |
| Participation rate | 90.5% | 65.2%+25.3pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -14.89% | -11.14%-3.8pp | -0.04%-14.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $3,648 | $2,361+54.5% | $4,951-26.3% | $2,544+43.4% |
| Participant deferral / active EE | $4,893 | $2,919+67.6% | $5,637-13.2% | $4,237+15.5% |
| Admin fee / account holder | $33 | $502-93.4% | $14,673-99.8% | $593-94.4% |