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 | $13,848 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,305 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,543 | $56,423-49.4% | $77,163-63.0% | $71,457-60.1% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 12.58% | 19.05%-6.5pp | 37.87%-25.3pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,488 | $1,866-20.3% | $2,535-41.3% | $2,588-42.5% |
| Participant deferral / active EE | $3,051 | $3,142-2.9% | $3,833-20.4% | $4,289-28.9% |
| Admin fee / account holder | $100 | $1,429-93.0% | $5,472-98.2% | $1,587-93.7% |