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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,549 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,134 | $51,288+23.1% | $81,983-23.0% | $73,409-14.0% |
| Participation rate | 83.2% | 64.0%+19.2pp | 69.2%+14.0pp | 72.2%+11.0pp |
| Annual return | 138.53% | 29.48%+109.1pp | 41.31%+97.2pp | 59.29%+79.2pp |
| Employer contribution / active EE | $479 | $1,487-67.8% | $2,498-80.8% | $2,234-78.5% |
| Participant deferral / active EE | $2,912 | $2,715+7.2% | $3,722-21.8% | $3,805-23.5% |
| Admin fee / account holder | $113 | $125-9.5% | $5,664-98.0% | $158-28.2% |