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 ONE ADP BOULEVARD · ROSELAND, NJ 07068 | Recordkeeping | $20,753 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,926 | $68,719+11.9% | $91,541-16.0% | $84,808-9.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.54% | 19.12%-4.6pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,675 | $1,920+299.8% | $2,505+206.4% | $2,631+191.7% |
| Participant deferral / active EE | $4,677 | $3,136+49.2% | $4,008+16.7% | $4,212+11.1% |
| Admin fee / account holder | $184 | $5,786-96.8% | $6,956-97.4% | $7,344-97.5% |