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 | $3,869 |
ADP BROKER-DEALER2 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 | $190,923 | $93,571+104.0% | $135,903+40.5% | $75,163+154.0% |
| Participation rate | 97.5% | 75.2%+22.4pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 18.33% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $13,301 | $3,537+276.1% | $4,856+173.9% | $2,670+398.2% |
| Participant deferral / active EE | $15,742 | $6,404+145.8% | $7,758+102.9% | $4,125+281.6% |
| Admin fee / account holder | $31 | $6,975-99.6% | $10,762-99.7% | $5,651-99.4% |