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 6-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 | $10,575 |
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 | $42,817 | $79,171-45.9% | $102,423-58.2% | $74,495-42.5% |
| Participation rate | 81.2% | 74.8%+6.4pp | 76.5%+4.7pp | 67.2%+14.0pp |
| Annual return | 19.51% | 54.93%-35.4pp | 29.32%-9.8pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $3,129 | $2,362+32.5% | $3,023+3.5% | $2,623+19.3% |
| Participant deferral / active EE | $5,960 | $4,415+35.0% | $5,053+18.0% | $4,346+37.1% |
| Admin fee / account holder | $41 | $2,001-98.0% | $9,451-99.6% | $1,942-97.9% |