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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,756 |
ADP BROKER-DEALER4 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 | $82,151 | $132,049-37.8% | $200,582-59.0% | $74,304+10.6% |
| Participation rate | 83.7% | 84.1%-0.3pp | 86.9%-3.2pp | 60.3%+23.4pp |
| Annual return | 23.39% | 22.22%+1.2pp | 42.33%-18.9pp | 29.43%-6.0pp |
| Employer contribution / active EE | $3,209 | $4,558-29.6% | $6,419-50.0% | $2,241+43.2% |
| Participant deferral / active EE | $14,187 | $7,213+96.7% | $9,331+52.0% | $3,767+276.6% |
| Admin fee / account holder | $27 | $2,405-98.9% | $16,305-99.8% | $2,969-99.1% |