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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $91,803 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $34,523 |
ADP BROKER-DEALER10+ 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 | $22,972 | $50,815-54.8% | $155,509-85.2% | $77,643-70.4% |
| Participation rate | 88.4% | 63.1%+25.3pp | 78.2%+10.2pp | 70.6%+17.9pp |
| Annual return | 13.20% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $875 | $1,993-56.1% | $4,672-81.3% | $2,726-67.9% |
| Participant deferral / active EE | $2,947 | $2,822+4.4% | $5,626-47.6% | $4,647-36.6% |
| Admin fee / account holder | $122 | $437-72.0% | $15,912-99.2% | $430-71.6% |