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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,545 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,057 | $104,317+68.8% | $159,436+10.4% | $86,799+102.8% |
| Participation rate | 82.4% | 77.7%+4.7pp | 82.8%-0.4pp | 72.3%+10.1pp |
| Annual return | 17.49% | 26.32%-8.8pp | 263.57%-246.1pp | 97.91%-80.4pp |
| Employer contribution / active EE | $2,915 | $3,451-15.5% | $4,829-39.6% | $2,405+21.2% |
| Participant deferral / active EE | $10,693 | $6,837+56.4% | $7,352+45.4% | $4,131+158.9% |
| Admin fee / account holder | $28 | $172-83.7% | $10,799-99.7% | $170-83.5% |