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 8-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 | $1,200 |
ADP BROKER-DEALER3 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 | $97,928 | $79,428+23.3% | $106,548-8.1% | $79,386+23.4% |
| Participation rate | 75.2% | 74.1%+1.1pp | 76.1%-0.9pp | 70.7%+4.5pp |
| Annual return | 14.30% | 18.27%-4.0pp | 26.80%-12.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $2,314 | $2,234+3.6% | $2,819-17.9% | $2,427-4.7% |
| Participant deferral / active EE | $8,403 | $3,823+119.8% | $4,398+91.1% | $4,046+107.7% |
| Admin fee / account holder | $10 | $523-98.2% | $7,407-99.9% | $626-98.5% |