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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $30,751 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,322 | $84,556+61.2% | $116,228+17.3% | $74,304+83.5% |
| Participation rate | 89.8% | 66.0%+23.8pp | 74.6%+15.3pp | 60.3%+29.5pp |
| Annual return | 17.18% | 18.35%-1.2pp | 90.06%-72.9pp | 29.43%-12.2pp |
| Employer contribution / active EE | $5,563 | $2,168+156.7% | $2,994+85.8% | $2,241+148.2% |
| Participant deferral / active EE | $10,879 | $3,814+185.2% | $4,953+119.6% | $3,767+188.8% |
| Admin fee / account holder | $141 | $3,792-96.3% | $11,989-98.8% | $2,969-95.3% |