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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,886 |
ADP BROKER-DEALER3 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 | $60,180 | $119,446-49.6% | $150,045-59.9% | $85,563-29.7% |
| Participation rate | 77.0% | 75.4%+1.6pp | 82.3%-5.3pp | 66.0%+11.0pp |
| Annual return | 16.35% | 23.72%-7.4pp | 62.55%-46.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,096 | $4,078-73.1% | $4,693-76.6% | $2,654-58.7% |
| Participant deferral / active EE | $7,370 | $7,985-7.7% | $7,997-7.8% | $4,375+68.5% |
| Admin fee / account holder | $107 | $548-80.5% | $13,435-99.2% | $834-87.2% |