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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,826 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $35,126 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,910 | $82,202-58.7% | $125,339-72.9% | $64,808-47.7% |
| Participation rate | 92.5% | 77.9%+14.6pp | 82.4%+10.1pp | 71.5%+21.0pp |
| Annual return | -16.13% | 3.48%-19.6pp | 572.05%-588.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $12,352 | $7,175+72.2% | $7,446+65.9% | $4,310+186.6% |
| Admin fee / account holder | $93 | $163-43.1% | $10,010-99.1% | $188-50.5% |