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 | $3,252 |
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 | $170,049 | $84,487+101.3% | $125,339+35.7% | $66,914+154.1% |
| Participation rate | 84.6% | 76.4%+8.2pp | 82.4%+2.2pp | 69.8%+14.8pp |
| Annual return | -15.57% | -8.39%-7.2pp | 572.05%-587.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $8,919 | $3,553+151.0% | $4,814+85.3% | $2,544+250.6% |
| Participant deferral / active EE | $11,321 | $6,781+66.9% | $7,446+52.0% | $4,237+167.2% |
| Admin fee / account holder | $28 | $685-96.0% | $10,010-99.7% | $593-95.4% |