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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,364 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,775 | $136,307-37.1% | $177,821-51.8% | $73,488+16.7% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.7%+11.5pp | 70.7%+28.6pp |
| Annual return | 14.50% | 18.68%-4.2pp | 48.32%-33.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,784 | $3,712-51.9% | $5,918-69.9% | $2,270-21.4% |
| Participant deferral / active EE | $4,715 | $5,829-19.1% | $7,714-38.9% | $3,740+26.1% |
| Admin fee / account holder | $151 | $596-74.6% | $12,427-98.8% | $513-70.6% |