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 | $15,148 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,764 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,236 | $39,019+36.4% | $80,716-34.0% | $85,850-38.0% |
| Participation rate | 81.4% | 41.5%+39.8pp | 54.2%+27.2pp | 69.3%+12.0pp |
| Annual return | 9.99% | 26.27%-16.3pp | 87.28%-77.3pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,066 | $722+47.6% | $1,160-8.1% | $2,565-58.4% |
| Participant deferral / active EE | $1,770 | $1,326+33.5% | $2,146-17.5% | $3,952-55.2% |
| Admin fee / account holder | $263 | $2,431-89.2% | $3,380-92.2% | $6,260-95.8% |