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 | $14,479 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,013 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,286 | $59,584-50.8% | $86,874-66.3% | $79,386-63.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 11.66% | 23.15%-11.5pp | 63.52%-51.9pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,567 | $1,768-11.4% | $2,495-37.2% | $2,427-35.4% |
| Participant deferral / active EE | $3,314 | $3,036+9.1% | $3,699-10.4% | $4,046-18.1% |
| Admin fee / account holder | $104 | $604-82.8% | $5,828-98.2% | $626-83.4% |