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 | $41,644 |
ADP BROKER-DEALER7 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 | $61,035 | $57,651+5.9% | $112,229-45.6% | $71,457-14.6% |
| Participation rate | 95.6% | 58.9%+36.7pp | 72.4%+23.2pp | 67.9%+27.7pp |
| Annual return | 13.73% | 18.32%-4.6pp | 30.20%-16.5pp | 28.85%-15.1pp |
| Employer contribution / active EE | $4,263 | $1,913+122.8% | $3,430+24.3% | $2,588+64.8% |
| Participant deferral / active EE | $5,836 | $2,863+103.8% | $4,798+21.6% | $4,289+36.1% |
| Admin fee / account holder | $215 | $1,581-86.4% | $7,748-97.2% | $1,587-86.5% |