Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,319 | $74,661-50.0% | $160,784-76.8% | $67,986-45.1% |
| Participation rate | 93.2% | 57.1%+36.0pp | 77.0%+16.2pp | 57.2%+36.0pp |
| Annual return | 16.75% | 28.83%-12.1pp | 1803.92%-1787.2pp | 31.67%-14.9pp |
| Employer contribution / active EE | $1,137 | $1,829-37.8% | $3,733-69.5% | $2,019-43.7% |
| Participant deferral / active EE | $3,050 | $3,681-17.1% | $6,293-51.5% | $3,358-9.2% |
| Admin fee / account holder | $50 | $3,959-98.7% | $9,717-99.5% | $3,203-98.4% |