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 | $77,638 |
ADP BROKER-DEALER3 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 | $28,107 | $53,165-47.1% | $86,188-67.4% | $74,419-62.2% |
| Participation rate | 91.6% | 64.9%+26.7pp | 69.0%+22.6pp | 70.7%+20.8pp |
| Annual return | 15.29% | 22.64%-7.4pp | 1168.45%-1153.2pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,189 | $1,210-1.7% | $2,380-50.0% | $2,637-54.9% |
| Participant deferral / active EE | $2,490 | $3,234-23.0% | $3,985-37.5% | $4,528-45.0% |
| Admin fee / account holder | $166 | $551-69.9% | $6,852-97.6% | $348-52.2% |