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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,869 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $33,980 |
ADP BROKER-DEALER3 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 | $76,538 | $79,428-3.6% | $106,548-28.2% | $79,386-3.6% |
| Participation rate | 92.3% | 74.1%+18.1pp | 76.1%+16.1pp | 70.7%+21.6pp |
| Annual return | 12.43% | 18.27%-5.8pp | 26.80%-14.4pp | 116.85%-104.4pp |
| Employer contribution / active EE | $635 | $2,234-71.6% | $2,819-77.5% | $2,427-73.8% |
| Participant deferral / active EE | $6,923 | $3,823+81.1% | $4,398+57.4% | $4,046+71.1% |
| Admin fee / account holder | $256 | $523-51.0% | $7,407-96.5% | $626-59.1% |