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 | $81,599 |
ADP BROKER-DEALER2 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 | $23,953 | $42,353-43.4% | $79,550-69.9% | $64,808-63.0% |
| Participation rate | 92.3% | 64.8%+27.6pp | 69.5%+22.9pp | 71.5%+20.9pp |
| Annual return | -16.20% | -12.24%-4.0pp | 0.16%-16.4pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,199 | $1,181+1.6% | $2,413-50.3% | $2,506-52.1% |
| Participant deferral / active EE | $2,464 | $3,170-22.3% | $3,985-38.2% | $4,310-42.8% |
| Admin fee / account holder | $173 | $160+8.3% | $6,832-97.5% | $188-7.9% |