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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,115 |
ADP BROKER-DEALER5 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 | $97,520 | $101,499-3.9% | $147,005-33.7% | $74,546+30.8% |
| Participation rate | 96.7% | 75.5%+21.1pp | 82.2%+14.5pp | 67.2%+29.4pp |
| Annual return | 15.85% | 8732.34%-8716.5pp | 418.76%-402.9pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $7,692 | $3,811+101.8% | $4,934+55.9% | $2,624+193.1% |
| Participant deferral / active EE | $14,249 | $7,304+95.1% | $8,070+76.6% | $4,347+227.8% |
| Admin fee / account holder | $19 | $1,748-98.9% | $13,006-99.9% | $1,944-99.0% |