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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,901 |
ADP BROKER-DEALER4 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 | $249,307 | $95,803+160.2% | $113,168+120.3% | $84,808+194.0% |
| Participation rate | 85.2% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+16.9pp |
| Annual return | 13.62% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.3pp |
| Employer contribution / active EE | $6,736 | $2,360+185.4% | $2,975+126.4% | $2,631+156.0% |
| Participant deferral / active EE | $30,429 | $4,242+617.3% | $5,107+495.9% | $4,212+622.5% |
| Admin fee / account holder | $55 | $8,989-99.4% | $12,068-99.5% | $7,344-99.2% |