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 | $5,174 |
ADP BROKER-DEALER4 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 | $37,922 | $88,360-57.1% | $145,433-73.9% | $67,986-44.2% |
| Participation rate | 88.8% | 65.5%+23.3pp | 82.1%+6.6pp | 57.2%+31.5pp |
| Annual return | 21.47% | 63.15%-41.7pp | 66.58%-45.1pp | 31.67%-10.2pp |
| Employer contribution / active EE | $1,286 | $3,054-57.9% | $4,554-71.8% | $2,019-36.3% |
| Participant deferral / active EE | $10,236 | $5,932+72.6% | $7,897+29.6% | $3,358+204.8% |
| Admin fee / account holder | $25 | $3,313-99.2% | $13,129-99.8% | $3,203-99.2% |