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 9-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 | $58,180 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $38,603 |
ADP BROKER-DEALER6+ 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 | $63,215 | $34,677+82.3% | $77,024-17.9% | $64,808-2.5% |
| Participation rate | 94.7% | 49.8%+44.9pp | 67.9%+26.8pp | 71.5%+23.3pp |
| Annual return | -16.17% | -5.33%-10.8pp | 42.32%-58.5pp | 32.82%-49.0pp |
| Employer contribution / active EE | $831 | $1,370-39.3% | $2,812-70.4% | $2,506-66.8% |
| Participant deferral / active EE | $4,471 | $2,556+74.9% | $4,426+1.0% | $4,310+3.7% |
| Admin fee / account holder | $169 | $179-5.4% | $5,425-96.9% | $188-10.1% |