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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,338 |
ADP BROKER-DEALER6 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 | $129,548 | $86,897+49.1% | $151,611-14.6% | $64,808+99.9% |
| Participation rate | 90.0% | 87.3%+2.7pp | 87.5%+2.5pp | 71.5%+18.5pp |
| Annual return | -16.79% | -3.57%-13.2pp | 3.33%-20.1pp | 32.82%-49.6pp |
| Employer contribution / active EE | $7,675 | $4,010+91.4% | $6,166+24.5% | $2,506+206.3% |
| Participant deferral / active EE | $13,970 | $6,690+108.8% | $8,363+67.0% | $4,310+224.1% |
| Admin fee / account holder | $139 | $153-9.1% | $11,616-98.8% | $188-26.0% |