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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,725 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,090 | $62,624+51.8% | $177,989-46.6% | $77,643+22.5% |
| Participation rate | 74.6% | 66.8%+7.8pp | 77.1%-2.5pp | 70.6%+4.0pp |
| Annual return | 24.59% | 16.16%+8.4pp | 294.48%-269.9pp | 31.24%-6.6pp |
| Employer contribution / active EE | $27 | $1,909-98.6% | $3,949-99.3% | $2,726-99.0% |
| Participant deferral / active EE | $3,660 | $4,219-13.3% | $6,276-41.7% | $4,647-21.2% |
| Admin fee / account holder | $198 | $386-48.8% | $10,363-98.1% | $430-54.1% |