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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,293 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,526 | $69,745-54.8% | $67,511-53.3% | $74,546-57.7% |
| Participation rate | 94.0% | 71.3%+22.7pp | 72.9%+21.2pp | 67.2%+26.8pp |
| Annual return | 15.31% | -40.37%+55.7pp | 3517.41%-3502.1pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $3,582 | $2,705+32.4% | $2,733+31.1% | $2,624+36.5% |
| Participant deferral / active EE | $5,764 | $3,636+58.5% | $4,000+44.1% | $4,347+32.6% |
| Admin fee / account holder | $127 | $894-85.8% | $3,999-96.8% | $1,944-93.5% |