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 | $6,047 |
ADP BROKER-DEALER7+ years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,971 | $111,491+44.4% | $189,513-15.1% | $86,799+85.5% |
| Participation rate | 70.5% | 87.3%-16.8pp | 87.8%-17.3pp | 72.3%-1.8pp |
| Annual return | 16.75% | 83.50%-66.7pp | 555.15%-538.4pp | 97.91%-81.2pp |
| Employer contribution / active EE | $3,407 | $3,951-13.8% | $6,162-44.7% | $2,405+41.6% |
| Participant deferral / active EE | $4,933 | $6,437-23.4% | $8,221-40.0% | $4,131+19.4% |
| Admin fee / account holder | $103 | $189-45.2% | $12,045-99.1% | $170-39.0% |