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 | $5,994 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,229 | $84,487-38.2% | $125,339-58.3% | $66,914-21.9% |
| Participation rate | 75.6% | 76.4%-0.8pp | 82.4%-6.8pp | 69.8%+5.8pp |
| Annual return | -12.36% | -8.39%-4.0pp | 572.05%-584.4pp | 1.58%-13.9pp |
| Employer contribution / active EE | $3,294 | $3,553-7.3% | $4,814-31.6% | $2,544+29.5% |
| Participant deferral / active EE | $9,136 | $6,781+34.7% | $7,446+22.7% | $4,237+115.6% |
| Admin fee / account holder | $43 | $685-93.8% | $10,010-99.6% | $593-92.8% |