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 | $22,144 |
ADP BROKER-DEALER6 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 | $69,386 | $58,320+19.0% | $86,436-19.7% | $66,914+3.7% |
| Participation rate | 98.7% | 78.6%+20.1pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -14.22% | -9.71%-4.5pp | 4394.89%-4409.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $4,224 | $2,615+61.5% | $3,769+12.1% | $2,544+66.0% |
| Participant deferral / active EE | $4,817 | $6,899-30.2% | $6,952-30.7% | $4,237+13.7% |
| Admin fee / account holder | $107 | $546-80.3% | $6,731-98.4% | $593-81.9% |