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 | $32,731 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $26,811 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,118 | $70,908-2.5% | $98,907-30.1% | $73,488-5.9% |
| Participation rate | 94.1% | 73.8%+20.4pp | 76.0%+18.1pp | 70.7%+23.5pp |
| Annual return | 16.52% | 34.17%-17.6pp | 196.43%-179.9pp | 28.51%-12.0pp |
| Employer contribution / active EE | $515 | $2,036-74.7% | $2,689-80.8% | $2,270-77.3% |
| Participant deferral / active EE | $6,073 | $3,500+73.5% | $4,244+43.1% | $3,740+62.4% |
| Admin fee / account holder | $173 | $535-67.7% | $6,642-97.4% | $513-66.3% |