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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,420 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $45,552 |
ADP BROKER-DEALER11+ 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 | $21,737 | $56,467-61.5% | $95,585-77.3% | $102,872-78.9% |
| Participation rate | 76.3% | 62.1%+14.2pp | 72.1%+4.2pp | 73.0%+3.2pp |
| Annual return | 19.28% | 17.94%+1.3pp | 38.56%-19.3pp | 19.06%+0.2pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,527-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $2,756 | $3,007-8.3% | $4,023-31.5% | $5,535-50.2% |
| Admin fee / account holder | $69 | $112-38.3% | $6,127-98.9% | $292-76.3% |