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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,680 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,274 | $119,446+25.0% | $150,045-0.5% | $85,563+74.5% |
| Participation rate | 90.9% | 75.4%+15.5pp | 82.3%+8.6pp | 66.0%+24.9pp |
| Annual return | 17.07% | 23.72%-6.7pp | 62.55%-45.5pp | 31.51%-14.4pp |
| Employer contribution / active EE | $3,482 | $4,078-14.6% | $4,693-25.8% | $2,654+31.2% |
| Participant deferral / active EE | $12,358 | $7,985+54.8% | $7,997+54.5% | $4,375+182.5% |
| Admin fee / account holder | $80 | $548-85.3% | $13,435-99.4% | $834-90.4% |