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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,936 |
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 | $58,331 | $88,890-34.4% | $102,423-43.0% | $77,643-24.9% |
| Participation rate | 83.3% | 80.9%+2.4pp | 76.5%+6.8pp | 70.6%+12.8pp |
| Annual return | 14.02% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,172 | $2,698-56.6% | $3,023-61.2% | $2,726-57.0% |
| Participant deferral / active EE | $4,823 | $5,145-6.3% | $5,053-4.6% | $4,647+3.8% |
| Admin fee / account holder | $25 | $235-89.3% | $9,451-99.7% | $430-94.2% |