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 | $7,528 |
ADP BROKER-DEALER11+ 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 | $37,319 | $81,625-54.3% | $167,512-77.7% | $74,304-49.8% |
| Participation rate | 93.2% | 60.0%+33.1pp | 77.1%+16.1pp | 60.3%+32.8pp |
| Annual return | 16.75% | 26.09%-9.3pp | 1615.79%-1599.0pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,137 | $2,010-43.4% | $3,882-70.7% | $2,241-49.3% |
| Participant deferral / active EE | $3,050 | $4,115-25.9% | $6,405-52.4% | $3,767-19.0% |
| Admin fee / account holder | $50 | $3,474-98.6% | $9,769-99.5% | $2,969-98.3% |