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 | $1,130 |
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 | $52,772 | $84,487-37.5% | $125,339-57.9% | $66,914-21.1% |
| Participation rate | 74.8% | 76.4%-1.6pp | 82.4%-7.6pp | 69.8%+5.0pp |
| Annual return | -17.82% | -8.39%-9.4pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $5,489 | $3,553+54.5% | $4,814+14.0% | $2,544+115.7% |
| Participant deferral / active EE | $11,231 | $6,781+65.6% | $7,446+50.8% | $4,237+165.1% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-98.9% |