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 | $21,972 |
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 | $67,008 | $61,272+9.4% | $149,673-55.2% | $71,457-6.2% |
| Participation rate | 94.7% | 62.5%+32.2pp | 78.8%+15.9pp | 67.9%+26.8pp |
| Annual return | 20.02% | 35.85%-15.8pp | 134.42%-114.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,960 | $2,378-17.6% | $4,818-59.3% | $2,588-24.3% |
| Participant deferral / active EE | $6,759 | $2,917+131.7% | $5,680+19.0% | $4,289+57.6% |
| Admin fee / account holder | $134 | $1,261-89.4% | $13,210-99.0% | $1,587-91.6% |