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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $816 |
ADP BROKER-DEALER1 year 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 | $26,533 | $59,101-55.1% | $77,163-65.6% | $75,163-64.7% |
| Participation rate | 97.5% | 63.9%+33.6pp | 69.6%+27.9pp | 67.2%+30.3pp |
| Annual return | 15.21% | 26.71%-11.5pp | 37.87%-22.7pp | 160.62%-145.4pp |
| Employer contribution / active EE | $862 | $1,995-56.8% | $2,535-66.0% | $2,670-67.7% |
| Participant deferral / active EE | $1,472 | $2,999-50.9% | $3,833-61.6% | $4,125-64.3% |
| Admin fee / account holder | $248 | $4,774-94.8% | $5,472-95.5% | $5,651-95.6% |