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 | $23,546 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $615 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,759 | $69,477+14.8% | $94,646-15.7% | $71,457+11.6% |
| Participation rate | 98.7% | 78.4%+20.3pp | 80.8%+17.9pp | 67.9%+30.8pp |
| Annual return | 16.41% | 29.66%-13.3pp | 156.71%-140.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $4,558 | $2,853+59.7% | $3,672+24.1% | $2,588+76.1% |
| Participant deferral / active EE | $5,245 | $7,345-28.6% | $7,418-29.3% | $4,289+22.3% |
| Admin fee / account holder | $112 | $1,210-90.8% | $7,231-98.5% | $1,587-93.0% |