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 5-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 | $2,664 |
ADP BROKER-DEALER2 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 | $48,961 | $58,208-15.9% | $81,812-40.2% | $80,856-39.4% |
| Participation rate | 98.9% | 63.4%+35.5pp | 72.3%+26.6pp | 67.6%+31.3pp |
| Annual return | 15.26% | 41.66%-26.4pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $8,271 | $2,340+253.5% | $2,912+184.0% | $2,755+200.2% |
| Participant deferral / active EE | $7,226 | $3,281+120.3% | $4,319+67.3% | $4,296+68.2% |
| Admin fee / account holder | $18 | $4,981-99.6% | $7,386-99.8% | $6,918-99.7% |