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 | $37,485 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $125,980 | $84,487+49.1% | $125,339+0.5% | $66,914+88.3% |
| Participation rate | 88.5% | 76.4%+12.0pp | 82.4%+6.1pp | 69.8%+18.7pp |
| Annual return | -19.93% | -8.39%-11.5pp | 572.05%-592.0pp | 1.58%-21.5pp |
| Employer contribution / active EE | $5,129 | $3,553+44.4% | $4,814+6.5% | $2,544+101.6% |
| Participant deferral / active EE | $12,448 | $6,781+83.6% | $7,446+67.2% | $4,237+193.8% |
| Admin fee / account holder | $274 | $685-60.1% | $10,010-97.3% | $593-53.9% |