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 7-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 | $6,513 |
ADP BROKER-DEALER2 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 | $46,860 | $100,227-53.2% | $169,993-72.4% | $74,419-37.0% |
| Participation rate | 82.1% | 87.3%-5.3pp | 87.0%-4.9pp | 70.7%+11.3pp |
| Annual return | 25.39% | 66.08%-40.7pp | 53.37%-28.0pp | 34.38%-9.0pp |
| Employer contribution / active EE | $3,192 | $4,263-25.1% | $6,785-53.0% | $2,637+21.0% |
| Participant deferral / active EE | $11,560 | $7,143+61.8% | $10,408+11.1% | $4,528+155.3% |
| Admin fee / account holder | $21 | $234-91.1% | $12,815-99.8% | $348-94.0% |