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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,761 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $39,074 |
ADP BROKER-DEALER8+ 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 | $69,924 | $45,031+55.3% | $84,966-17.7% | $77,643-9.9% |
| Participation rate | 92.4% | 48.7%+43.7pp | 67.5%+24.9pp | 70.6%+21.8pp |
| Annual return | 12.78% | 79.22%-66.4pp | 66.38%-53.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $809 | $1,609-49.8% | $2,727-70.3% | $2,726-70.3% |
| Participant deferral / active EE | $5,464 | $2,807+94.6% | $4,519+20.9% | $4,647+17.6% |
| Admin fee / account holder | $172 | $912-81.1% | $6,149-97.2% | $430-60.0% |