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 4-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,972 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,640 | $70,669+87.7% | $169,368-21.7% | $75,163+76.5% |
| Participation rate | 96.4% | 64.8%+31.6pp | 77.1%+19.2pp | 67.2%+29.2pp |
| Annual return | 18.92% | 36.36%-17.4pp | 405.60%-386.7pp | 160.62%-141.7pp |
| Employer contribution / active EE | $991 | $2,211-55.2% | $4,013-75.3% | $2,670-62.9% |
| Participant deferral / active EE | $11,346 | $4,311+163.2% | $6,221+82.4% | $4,125+175.0% |
| Admin fee / account holder | $289 | $5,402-94.6% | $9,003-96.8% | $5,651-94.9% |