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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,298 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 59 · EIN 45-2723122 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,069 | $34,934+14.7% | $56,411-29.0% | $74,495-46.2% |
| Participation rate | 86.8% | 32.8%+54.0pp | 52.5%+34.4pp | 67.2%+19.6pp |
| Annual return | 13.97% | 25.94%-12.0pp | 1701.33%-1687.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $712 | $609+16.9% | $1,039-31.5% | $2,623-72.9% |
| Participant deferral / active EE | $2,886 | $1,170+146.6% | $1,952+47.9% | $4,346-33.6% |
| Admin fee / account holder | $133 | $2,364-94.4% | $2,829-95.3% | $1,942-93.2% |