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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,730 |
Service code 15 · EIN 26-4436081 | Recordkeeping | $14,472 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,689 | $50,815-37.6% | $155,509-79.6% | $77,643-59.2% |
| Participation rate | 99.7% | 63.1%+36.6pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 13.81% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,204 | $1,993+10.6% | $4,672-52.8% | $2,726-19.1% |
| Participant deferral / active EE | $5,242 | $2,822+85.8% | $5,626-6.8% | $4,647+12.8% |
| Admin fee / account holder | $146 | $437-66.5% | $15,912-99.1% | $430-66.0% |