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 7-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 |
|---|---|---|
Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $31,715 |
ADP BROKER-DEALER5 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 1 ADP BOULEVARD · ROSELAND, NJ 07068 | Recordkeeping | $8,834 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 C/O ADP · ROSELAND, NJ 07068 | Other Services | $0 |
ADP BROKER-DEALER7+ years Filed as: ADP BROKER-DEALER 22-3319984 Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,266 | $55,441-47.2% | $76,002-61.5% | $77,671-62.3% |
| Participation rate | 94.8% | 63.6%+31.2pp | 69.1%+25.7pp | 70.6%+24.2pp |
| Annual return | 12.30% | 17.08%-4.8pp | 360.07%-347.8pp | 31.21%-18.9pp |
| Employer contribution / active EE | $1,160 | $1,789-35.2% | $2,688-56.9% | $2,726-57.5% |
| Participant deferral / active EE | $4,187 | $3,451+21.3% | $4,257-1.6% | $4,648-9.9% |
| Admin fee / account holder | $53 | $407-86.9% | $6,414-99.2% | $430-87.6% |