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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,245 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $270 |
ADP BROKER-DEALER5 years Service code 49 | Other Services | $0 |
Annual investment return 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 | $120,708 | $60,488+99.6% | $109,895+9.8% | $79,386+52.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 74.2%+25.8pp | 70.7%+29.3pp |
| Annual return | 12.18% | 189.57%-177.4pp | 29.45%-17.3pp | 116.85%-104.7pp |
| Employer contribution / active EE | $2,850 | $1,649+72.8% | $2,842+0.3% | $2,427+17.4% |
| Participant deferral / active EE | $6,852 | $3,220+112.8% | $4,048+69.3% | $4,046+69.4% |
| Admin fee / account holder | $19 | $605-96.8% | $6,066-99.7% | $626-96.9% |