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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,390 |
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 | $74,291 | $105,181-29.4% | $159,436-53.4% | $85,850-13.5% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.8%-5.5pp | 69.3%+8.0pp |
| Annual return | 17.85% | 45.07%-27.2pp | 263.57%-245.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $3,102 | $3,318-6.5% | $4,829-35.8% | $2,565+20.9% |
| Participant deferral / active EE | $11,439 | $5,945+92.4% | $7,352+55.6% | $3,952+189.5% |
| Admin fee / account holder | $9 | $6,933-99.9% | $10,799-99.9% | $6,260-99.9% |