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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,673 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $36,175 |
ADP BROKER-DEALER7+ 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 | $67,912 | $40,385+68.2% | $80,569-15.7% | $74,419-8.7% |
| Participation rate | 96.1% | 47.4%+48.7pp | 67.0%+29.1pp | 70.7%+25.4pp |
| Annual return | 16.12% | 164.85%-148.7pp | 935.43%-919.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $975 | $1,496-34.9% | $2,723-64.2% | $2,637-63.0% |
| Participant deferral / active EE | $5,134 | $2,674+92.0% | $4,447+15.4% | $4,528+13.4% |
| Admin fee / account holder | $161 | $720-77.6% | $5,377-97.0% | $348-53.6% |