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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,648 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $11,321 |
ADP BROKER-DEALER8 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 | $70,500 | $62,327+13.1% | $120,354-41.4% | $74,495-5.4% |
| Participation rate | 99.3% | 56.8%+42.5pp | 71.9%+27.3pp | 67.2%+32.1pp |
| Annual return | 20.81% | 18.61%+2.2pp | 107.15%-86.3pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $4,936 | $1,843+167.8% | $3,463+42.6% | $2,623+88.2% |
| Participant deferral / active EE | $6,844 | $2,893+136.6% | $4,991+37.1% | $4,346+57.5% |
| Admin fee / account holder | $205 | $2,396-91.5% | $9,423-97.8% | $1,942-89.5% |