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 | $40,185 |
ADP BROKER-DEALER10+ 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 | $141,944 | $106,110+33.8% | $147,005-3.4% | $77,671+82.8% |
| Participation rate | 88.8% | 78.4%+10.4pp | 82.2%+6.6pp | 70.6%+18.2pp |
| Annual return | 15.71% | 56.77%-41.1pp | 418.76%-403.1pp | 31.21%-15.5pp |
| Employer contribution / active EE | $4,242 | $4,065+4.4% | $4,934-14.0% | $2,726+55.6% |
| Participant deferral / active EE | $15,141 | $7,992+89.5% | $8,070+87.6% | $4,648+225.8% |
| Admin fee / account holder | $95 | $338-72.0% | $13,006-99.3% | $430-78.0% |