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 | $46,297 |
ADP BROKER-DEALER4 years 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 | $191,407 | $101,317+88.9% | $146,958+30.2% | $74,495+156.9% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.2%+14.8pp | 67.2%+29.7pp |
| Annual return | 20.43% | 8730.91%-8710.5pp | 418.34%-397.9pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $6,641 | $3,810+74.3% | $4,933+34.6% | $2,623+153.2% |
| Participant deferral / active EE | $15,731 | $7,303+115.4% | $8,070+94.9% | $4,346+262.0% |
| Admin fee / account holder | $299 | $1,739-82.8% | $12,998-97.7% | $1,942-84.6% |