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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,490 |
ADP BROKER-DEALER5 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 | $70,149 | $91,407-23.3% | $135,903-48.4% | $71,457-1.8% |
| Participation rate | 75.6% | 75.7%-0.1pp | 81.9%-6.3pp | 67.9%+7.7pp |
| Annual return | 24.07% | 29.90%-5.8pp | 68.23%-44.2pp | 28.85%-4.8pp |
| Employer contribution / active EE | $3,746 | $3,703+1.1% | $4,856-22.9% | $2,588+44.8% |
| Participant deferral / active EE | $11,863 | $7,092+67.3% | $7,758+52.9% | $4,289+176.6% |
| Admin fee / account holder | $8 | $1,266-99.4% | $10,762-99.9% | $1,587-99.5% |