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 | $111,226 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $25,936 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,790 | $88,890+24.6% | $102,423+8.2% | $77,643+42.7% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.5%+21.6pp | 70.6%+27.5pp |
| Annual return | 14.17% | 24.98%-10.8pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $6,851 | $2,698+154.0% | $3,023+126.6% | $2,726+151.3% |
| Participant deferral / active EE | $6,398 | $5,145+24.3% | $5,053+26.6% | $4,647+37.7% |
| Admin fee / account holder | $203 | $235-13.9% | $9,451-97.9% | $430-52.9% |