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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,040 |
ADP BROKER-DEALER7 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 | $109,382 | $100,923+8.4% | $150,045-27.1% | $74,304+47.2% |
| Participation rate | 85.4% | 70.1%+15.3pp | 82.3%+3.1pp | 60.3%+25.1pp |
| Annual return | 19.79% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.6pp |
| Employer contribution / active EE | $3,552 | $3,463+2.6% | $4,693-24.3% | $2,241+58.5% |
| Participant deferral / active EE | $12,056 | $6,709+79.7% | $7,997+50.8% | $3,767+220.0% |
| Admin fee / account holder | $16 | $2,767-99.4% | $13,435-99.9% | $2,969-99.5% |