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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,186 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,501 | $62,603-12.9% | $104,294-47.7% | $66,914-18.6% |
| Participation rate | 93.8% | 59.6%+34.2pp | 73.3%+20.6pp | 69.8%+24.0pp |
| Annual return | -15.91% | -14.70%-1.2pp | 24.61%-40.5pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,681 | $1,972+86.7% | $3,372+9.2% | $2,544+44.7% |
| Participant deferral / active EE | $5,273 | $2,853+84.8% | $4,625+14.0% | $4,237+24.4% |
| Admin fee / account holder | $78 | $656-88.1% | $7,339-98.9% | $593-86.9% |