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 | $2,015 |
ADP BROKER-DEALER5 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 | $37,731 | $76,050-50.4% | $96,544-60.9% | $71,457-47.2% |
| Participation rate | 98.2% | 74.4%+23.8pp | 76.0%+22.2pp | 67.9%+30.2pp |
| Annual return | 14.19% | 22.81%-8.6pp | 25.84%-11.7pp | 28.85%-14.7pp |
| Employer contribution / active EE | $2,368 | $2,244+5.5% | $2,965-20.1% | $2,588-8.5% |
| Participant deferral / active EE | $4,258 | $4,215+1.0% | $4,851-12.2% | $4,289-0.7% |
| Admin fee / account holder | $9 | $2,707-99.7% | $8,252-99.9% | $1,587-99.4% |