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 | $7,382 |
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 | $61,829 | $104,475-40.8% | $159,436-61.2% | $79,386-22.1% |
| Participation rate | 74.8% | 76.6%-1.8pp | 82.8%-8.0pp | 70.7%+4.1pp |
| Annual return | 25.80% | 67.95%-42.1pp | 263.57%-237.8pp | 116.85%-91.0pp |
| Employer contribution / active EE | $2,646 | $3,417-22.6% | $4,829-45.2% | $2,427+9.0% |
| Participant deferral / active EE | $8,465 | $6,467+30.9% | $7,352+15.1% | $4,046+109.2% |
| Admin fee / account holder | $50 | $711-92.9% | $10,799-99.5% | $626-91.9% |