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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,170 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,083 |
ADP BROKER-DEALER5 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 | $63,080 | $99,016-36.3% | $93,789-32.7% | $66,914-5.7% |
| Participation rate | 82.6% | 82.1%+0.5pp | 81.0%+1.7pp | 69.8%+12.8pp |
| Annual return | -14.91% | -14.59%-0.3pp | -11.33%-3.6pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,364 | $4,769-50.4% | $4,323-45.3% | $2,544-7.1% |
| Participant deferral / active EE | $4,066 | $6,689-39.2% | $6,094-33.3% | $4,237-4.0% |
| Admin fee / account holder | $291 | $477-39.1% | $7,195-96.0% | $593-51.0% |