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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,236 |
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 | $87,772 | $130,194-32.6% | $169,993-48.4% | $71,457+22.8% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.0%+12.2pp | 67.9%+31.3pp |
| Annual return | 17.58% | 20.37%-2.8pp | 53.37%-35.8pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,131 | $4,381-51.4% | $6,785-68.6% | $2,588-17.7% |
| Participant deferral / active EE | $5,270 | $6,923-23.9% | $10,408-49.4% | $4,289+22.9% |
| Admin fee / account holder | $162 | $966-83.3% | $12,815-98.7% | $1,587-89.8% |