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 | $23,079 |
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 | $129,075 | $34,934+269.5% | $56,411+128.8% | $74,495+73.3% |
| Participation rate | 98.3% | 32.8%+65.5pp | 52.5%+45.9pp | 67.2%+31.1pp |
| Annual return | 14.97% | 25.94%-11.0pp | 1701.33%-1686.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $6,233 | $609+923.5% | $1,039+500.1% | $2,623+137.6% |
| Participant deferral / active EE | $12,661 | $1,170+981.8% | $1,952+548.7% | $4,346+191.3% |
| Admin fee / account holder | $143 | $2,364-93.9% | $2,829-94.9% | $1,942-92.6% |