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 | $2,147 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,967 | $81,900+300.4% | $119,609+174.2% | $68,494+378.8% |
| Participation rate | 94.2% | 71.9%+22.3pp | 79.3%+14.9pp | 67.9%+26.3pp |
| Annual return | -14.72% | -23.82%+9.1pp | -14.97%+0.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,986 | $2,693+48.0% | $4,232-5.8% | $2,596+53.5% |
| Participant deferral / active EE | $10,122 | $4,148+144.1% | $5,602+80.7% | $4,027+151.4% |
| Admin fee / account holder | $56 | $6,582-99.1% | $10,323-99.5% | $5,403-99.0% |