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 | $12,231 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,022 |
ADP BROKER-DEALER8+ 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 | $43,364 | $27,641+56.9% | $61,373-29.3% | $68,494-36.7% |
| Participation rate | 78.2% | 39.5%+38.7pp | 52.6%+25.6pp | 67.9%+10.3pp |
| Annual return | -15.62% | -13.24%-2.4pp | 338.61%-354.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,330 | $695+91.3% | $1,159+14.7% | $2,596-48.8% |
| Participant deferral / active EE | $2,097 | $1,263+66.0% | $2,125-1.3% | $4,027-47.9% |
| Admin fee / account holder | $238 | $2,010-88.2% | $2,130-88.8% | $5,403-95.6% |