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 9-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 | $6,383 |
ADP BROKER-DEALER3 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 | $54,813 | $122,239-55.2% | $184,203-70.2% | $74,495-26.4% |
| Participation rate | 91.4% | 85.5%+5.9pp | 86.8%+4.6pp | 67.2%+24.2pp |
| Annual return | 21.60% | 19.95%+1.7pp | 28.81%-7.2pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $3,090 | $4,537-31.9% | $6,427-51.9% | $2,623+17.8% |
| Participant deferral / active EE | $7,558 | $7,139+5.9% | $9,131-17.2% | $4,346+73.9% |
| Admin fee / account holder | $77 | $1,260-93.9% | $13,901-99.4% | $1,942-96.1% |