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 7-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,858 |
ADP BROKER-DEALER2 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 | $62,743 | $84,936-26.1% | $111,297-43.6% | $79,386-21.0% |
| Participation rate | 80.3% | 75.9%+4.5pp | 77.3%+3.0pp | 70.7%+9.6pp |
| Annual return | 12.71% | 17.45%-4.7pp | 54.65%-41.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $1,072 | $1,979-45.8% | $2,731-60.7% | $2,427-55.8% |
| Participant deferral / active EE | $4,660 | $3,888+19.9% | $4,487+3.9% | $4,046+15.2% |
| Admin fee / account holder | $13 | $537-97.6% | $7,964-99.8% | $626-98.0% |