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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,058 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,262 | $121,341+34.5% | $189,513-13.9% | $79,386+105.7% |
| Participation rate | 92.0% | 86.1%+5.9pp | 87.8%+4.2pp | 70.7%+21.3pp |
| Annual return | 18.19% | 21.08%-2.9pp | 555.15%-537.0pp | 116.85%-98.7pp |
| Employer contribution / active EE | $6,574 | $3,915+67.9% | $6,162+6.7% | $2,427+170.8% |
| Participant deferral / active EE | $14,334 | $6,395+124.1% | $8,221+74.4% | $4,046+254.3% |
| Admin fee / account holder | $133 | $651-79.6% | $12,045-98.9% | $626-78.8% |