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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,169 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $39,594 |
ADP BROKER-DEALER9+ 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 | $77,855 | $42,886+81.5% | $88,946-12.5% | $85,563-9.0% |
| Participation rate | 95.9% | 37.9%+58.0pp | 68.8%+27.0pp | 66.0%+29.9pp |
| Annual return | 15.25% | 44.56%-29.3pp | 57.82%-42.6pp | 31.51%-16.3pp |
| Employer contribution / active EE | $872 | $1,147-24.0% | $2,555-65.9% | $2,654-67.1% |
| Participant deferral / active EE | $5,316 | $2,108+152.2% | $4,581+16.0% | $4,375+21.5% |
| Admin fee / account holder | $177 | $2,263-92.2% | $8,261-97.9% | $834-78.8% |