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 3-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,150 |
ADP BROKER-DEALER1+ 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 | $25,276 | $47,126-46.4% | $149,673-83.1% | $74,419-66.0% |
| Participation rate | 96.5% | 63.4%+33.1pp | 78.8%+17.8pp | 70.7%+25.8pp |
| Annual return | 15.75% | 22.75%-7.0pp | 134.42%-118.7pp | 34.38%-18.6pp |
| Employer contribution / active EE | $418 | $1,905-78.1% | $4,818-91.3% | $2,637-84.1% |
| Participant deferral / active EE | $3,195 | $2,728+17.1% | $5,680-43.8% | $4,528-29.4% |
| Admin fee / account holder | $36 | $343-89.5% | $13,210-99.7% | $348-89.7% |