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 8-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,251 | $101,499-40.6% | $147,005-59.0% | $74,546-19.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 21.13% | 8732.34%-8711.2pp | 418.76%-397.6pp | 1366.03%-1344.9pp |
| Employer contribution / active EE | $4,002 | $3,811+5.0% | $4,934-18.9% | $2,624+52.5% |
| Participant deferral / active EE | $12,644 | $7,304+73.1% | $8,070+56.7% | $4,347+190.8% |
| Admin fee / account holder | $5 | $1,748-99.7% | $13,006-100.0% | $1,944-99.8% |