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 6-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-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,914 |
ADP BROKER-DEALER6+ 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 | $68,562 | $77,314-11.3% | $177,989-61.5% | $80,856-15.2% |
| Participation rate | 89.5% | 65.7%+23.8pp | 77.1%+12.4pp | 67.6%+21.8pp |
| Annual return | 13.75% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,258 | $2,292+85.8% | $3,949+7.8% | $2,755+54.6% |
| Participant deferral / active EE | $11,897 | $4,411+169.7% | $6,276+89.6% | $4,296+177.0% |
| Admin fee / account holder | $41 | $7,191-99.4% | $10,363-99.6% | $6,918-99.4% |