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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,215 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,257 |
Service code 15 · EIN 06-1648707 | Recordkeeping | $6,000 |
ADP BROKER-DEALER1 year 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 | $24,610 | $65,908-62.7% | $81,812-69.9% | $77,643-68.3% |
| Participation rate | 85.1% | 65.8%+19.3pp | 72.3%+12.8pp | 70.6%+14.5pp |
| Annual return | 14.24% | 26.64%-12.4pp | 773.79%-759.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $4,194 | $2,370+76.9% | $2,912+44.0% | $2,726+53.9% |
| Participant deferral / active EE | $1,836 | $3,505-47.6% | $4,319-57.5% | $4,647-60.5% |
| Admin fee / account holder | $170 | $526-67.7% | $7,386-97.7% | $430-60.5% |