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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,490 |
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 | $33,744 | $55,415-39.1% | $155,509-78.3% | $74,495-54.7% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.1pp | 67.2%+24.0pp |
| Annual return | 14.36% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $4,392 | $2,267+93.7% | $4,672-6.0% | $2,623+67.4% |
| Participant deferral / active EE | $6,354 | $2,836+124.1% | $5,626+12.9% | $4,346+46.2% |
| Admin fee / account holder | $52 | $1,738-97.0% | $15,912-99.7% | $1,942-97.3% |