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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,717 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
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 | $98,903 | $132,049-25.1% | $200,582-50.7% | $74,304+33.1% |
| Participation rate | 97.1% | 84.1%+13.0pp | 86.9%+10.2pp | 60.3%+36.7pp |
| Annual return | 16.03% | 22.22%-6.2pp | 42.33%-26.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,015 | $4,558-55.8% | $6,419-68.6% | $2,241-10.1% |
| Participant deferral / active EE | $5,056 | $7,213-29.9% | $9,331-45.8% | $3,767+34.2% |
| Admin fee / account holder | $173 | $2,405-92.8% | $16,305-98.9% | $2,969-94.2% |