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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,475 |
ADP BROKER-DEALER3 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 | $61,488 | $129,021-52.3% | $184,203-66.6% | $77,643-20.8% |
| Participation rate | 83.1% | 87.3%-4.2pp | 86.8%-3.7pp | 70.6%+12.6pp |
| Annual return | 22.53% | 33.27%-10.7pp | 28.81%-6.3pp | 31.24%-8.7pp |
| Employer contribution / active EE | $2,787 | $4,413-36.8% | $6,427-56.6% | $2,726+2.2% |
| Participant deferral / active EE | $11,772 | $7,297+61.3% | $9,131+28.9% | $4,647+153.3% |
| Admin fee / account holder | $22 | $254-91.2% | $13,901-99.8% | $430-94.8% |