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 | $27,471 |
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 | $78,875 | $102,553-23.1% | $151,611-48.0% | $66,914+17.9% |
| Participation rate | 97.9% | 85.5%+12.4pp | 87.5%+10.4pp | 69.8%+28.1pp |
| Annual return | -17.03% | -10.82%-6.2pp | 3.33%-20.4pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,087 | $4,180-50.1% | $6,166-66.1% | $2,544-18.0% |
| Participant deferral / active EE | $4,310 | $6,641-35.1% | $8,363-48.5% | $4,237+1.7% |
| Admin fee / account holder | $168 | $630-73.3% | $11,616-98.6% | $593-71.6% |