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 | $35,462 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $31,992 |
ADP BROKER-DEALER4 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 | $76,487 | $72,607+5.3% | $90,749-15.7% | $66,914+14.3% |
| Participation rate | 92.8% | 73.7%+19.1pp | 75.7%+17.1pp | 69.8%+23.0pp |
| Annual return | -12.80% | -12.28%-0.5pp | -12.16%-0.6pp | 1.58%-14.4pp |
| Employer contribution / active EE | $678 | $2,369-71.4% | $2,921-76.8% | $2,544-73.4% |
| Participant deferral / active EE | $7,658 | $3,977+92.6% | $4,564+67.8% | $4,237+80.8% |
| Admin fee / account holder | $259 | $707-63.4% | $8,445-96.9% | $593-56.4% |