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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,530 |
ADP BROKER-DEALER1 year 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 | $64,446 | $49,451+30.3% | $79,550-19.0% | $66,914-3.7% |
| Participation rate | 98.5% | 61.3%+37.2pp | 69.5%+29.0pp | 69.8%+28.7pp |
| Annual return | -16.39% | 84.25%-100.6pp | 0.16%-16.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $4,954 | $1,266+291.4% | $2,413+105.3% | $2,544+94.7% |
| Participant deferral / active EE | $4,117 | $3,159+30.4% | $3,985+3.3% | $4,237-2.8% |
| Admin fee / account holder | $26 | $595-95.6% | $6,832-99.6% | $593-95.6% |