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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,240 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,748 | $138,347+212.1% | $184,203+134.4% | $80,856+434.0% |
| Participation rate | 96.7% | 83.9%+12.9pp | 86.8%+9.9pp | 67.6%+29.1pp |
| Annual return | 17.74% | 20.02%-2.3pp | 28.81%-11.1pp | 35.59%-17.9pp |
| Employer contribution / active EE | $10,397 | $4,850+114.4% | $6,427+61.8% | $2,755+277.4% |
| Participant deferral / active EE | $18,315 | $7,071+159.0% | $9,131+100.6% | $4,296+326.4% |
| Admin fee / account holder | $18 | $10,483-99.8% | $13,901-99.9% | $6,918-99.7% |