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 6-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 | $3,067 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,395 | $91,407-42.7% | $135,903-61.4% | $71,457-26.7% |
| Participation rate | 91.6% | 75.7%+16.0pp | 81.9%+9.7pp | 67.9%+23.7pp |
| Annual return | 22.84% | 29.90%-7.1pp | 68.23%-45.4pp | 28.85%-6.0pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,450 | $7,092+5.0% | $7,758-4.0% | $4,289+73.7% |
| Admin fee / account holder | $12 | $1,266-99.1% | $10,762-99.9% | $1,587-99.3% |