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 | $19,495 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,041 | $73,638+25.0% | $108,410-15.1% | $79,386+15.9% |
| Participation rate | 98.6% | 77.4%+21.2pp | 80.1%+18.4pp | 70.7%+27.9pp |
| Annual return | 14.60% | 33.27%-18.7pp | 905.27%-890.7pp | 116.85%-102.3pp |
| Employer contribution / active EE | $4,278 | $2,397+78.5% | $3,558+20.2% | $2,427+76.2% |
| Participant deferral / active EE | $4,707 | $6,218-24.3% | $6,563-28.3% | $4,046+16.3% |
| Admin fee / account holder | $100 | $638-84.3% | $7,295-98.6% | $626-84.0% |