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 | $26,147 |
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 | $98,673 | $121,341-18.7% | $189,513-47.9% | $79,386+24.3% |
| Participation rate | 96.4% | 86.1%+10.2pp | 87.8%+8.5pp | 70.7%+25.6pp |
| Annual return | 13.50% | 21.08%-7.6pp | 555.15%-541.7pp | 116.85%-103.4pp |
| Employer contribution / active EE | $2,262 | $3,915-42.2% | $6,162-63.3% | $2,427-6.8% |
| Participant deferral / active EE | $4,585 | $6,395-28.3% | $8,221-44.2% | $4,046+13.3% |
| Admin fee / account holder | $163 | $651-75.0% | $12,045-98.6% | $626-74.0% |