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 | $100,923-62.4% | $150,045-74.7% | $74,304-49.0% |
| Participation rate | 88.8% | 70.1%+18.7pp | 82.3%+6.4pp | 60.3%+28.4pp |
| Annual return | 21.47% | 51.77%-30.3pp | 62.55%-41.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $1,286 | $3,463-62.9% | $4,693-72.6% | $2,241-42.6% |
| Participant deferral / active EE | $10,236 | $6,709+52.6% | $7,997+28.0% | $3,767+171.7% |
| Admin fee / account holder | $25 | $2,767-99.1% | $13,435-99.8% | $2,969-99.2% |