Filed February 17, 2025
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 | $7,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,549 | $84,556-40.2% | $116,228-56.5% | $74,304-32.0% |
| Participation rate | 98.7% | 66.0%+32.6pp | 74.6%+24.1pp | 60.3%+38.3pp |
| Annual return | 18.38% | 18.35%0pp | 90.06%-71.7pp | 29.43%-11.1pp |
| Employer contribution / active EE | $3,566 | $2,168+64.5% | $2,994+19.1% | $2,241+59.1% |
| Participant deferral / active EE | $4,799 | $3,814+25.8% | $4,953-3.1% | $3,767+27.4% |
| Admin fee / account holder | $115 | $3,792-97.0% | $11,989-99.0% | $2,969-96.1% |