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-DEALER5 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $3,990 |
ADP BROKER-DEALER10+ years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,827 | $66,457-5.5% | $81,438-22.9% | $77,671-19.1% |
| Participation rate | 95.7% | 68.7%+26.9pp | 69.5%+26.1pp | 70.6%+25.1pp |
| Annual return | 13.67% | 15.93%-2.3pp | 24.74%-11.1pp | 31.21%-17.5pp |
| Employer contribution / active EE | $2,878 | $2,159+33.3% | $2,460+17.0% | $2,726+5.5% |
| Participant deferral / active EE | $5,451 | $3,679+48.2% | $3,883+40.4% | $4,648+17.3% |
| Admin fee / account holder | $6 | $583-99.0% | $5,764-99.9% | $430-98.6% |