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-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $17,529 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,508 |
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 | $335,667 | $81,625+311.2% | $167,512+100.4% | $74,304+351.7% |
| Participation rate | 95.7% | 60.0%+35.7pp | 77.1%+18.7pp | 60.3%+35.4pp |
| Annual return | 16.70% | 26.09%-9.4pp | 1615.79%-1599.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $5,983 | $2,010+197.6% | $3,882+54.1% | $2,241+167.0% |
| Participant deferral / active EE | $15,278 | $4,115+271.3% | $6,405+138.6% | $3,767+305.5% |
| Admin fee / account holder | $121 | $3,474-96.5% | $9,769-98.8% | $2,969-95.9% |