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 7-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 | $3,457 |
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 | $38,922 | $87,870-55.7% | $113,168-65.6% | $74,304-47.6% |
| Participation rate | 95.1% | 70.7%+24.3pp | 76.6%+18.5pp | 60.3%+34.7pp |
| Annual return | 19.61% | 26.44%-6.8pp | 24.27%-4.7pp | 29.43%-9.8pp |
| Employer contribution / active EE | $2,715 | $2,277+19.2% | $2,975-8.8% | $2,241+21.1% |
| Participant deferral / active EE | $5,989 | $4,241+41.2% | $5,107+17.3% | $3,767+59.0% |
| Admin fee / account holder | $20 | $3,368-99.4% | $12,068-99.8% | $2,969-99.3% |