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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,594 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,111 | $104,475+53.3% | $159,436+0.4% | $79,386+101.7% |
| Participation rate | 89.8% | 76.6%+13.2pp | 82.8%+7.0pp | 70.7%+19.1pp |
| Annual return | 18.16% | 67.95%-49.8pp | 263.57%-245.4pp | 116.85%-98.7pp |
| Employer contribution / active EE | $5,173 | $3,417+51.4% | $4,829+7.1% | $2,427+113.1% |
| Participant deferral / active EE | $11,864 | $6,467+83.4% | $7,352+61.4% | $4,046+193.3% |
| Admin fee / account holder | $48 | $711-93.2% | $10,799-99.6% | $626-92.3% |