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 | $29,823 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,817 | $84,487-55.2% | $125,339-69.8% | $66,914-43.5% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.1pp | 69.8%+29.7pp |
| Annual return | -15.38% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,381 | $3,553-4.8% | $4,814-29.8% | $2,544+32.9% |
| Participant deferral / active EE | $4,876 | $6,781-28.1% | $7,446-34.5% | $4,237+15.1% |
| Admin fee / account holder | $106 | $685-84.5% | $10,010-98.9% | $593-82.1% |