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 8-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 | $2,634 |
ADP BROKER-DEALER7 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 | $42,764 | $58,923-27.4% | $97,167-56.0% | $74,546-42.6% |
| Participation rate | 95.3% | 63.6%+31.7pp | 72.7%+22.6pp | 67.2%+28.1pp |
| Annual return | 18.54% | 16.04%+2.5pp | 75.27%-56.7pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,530 | $3,664+187.4% | $4,264+147.0% | $4,347+142.2% |
| Admin fee / account holder | $13 | $1,974-99.3% | $5,650-99.8% | $1,944-99.3% |