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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,398 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $40,446 |
MOORE COLSON8+ years Service code 15 · EIN 58-1653941 | Recordkeeping | $17,045 |
ADP BROKER-DEALER8+ 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 | $74,825 | $82,202-9.0% | $125,339-40.3% | $64,808+15.5% |
| Participation rate | 75.9% | 77.9%-2.0pp | 82.4%-6.5pp | 71.5%+4.4pp |
| Annual return | -16.12% | 3.48%-19.6pp | 572.05%-588.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $4,300 | $3,615+18.9% | $4,814-10.7% | $2,506+71.6% |
| Participant deferral / active EE | $9,316 | $7,175+29.8% | $7,446+25.1% | $4,310+116.1% |
| Admin fee / account holder | $256 | $163+57.0% | $10,010-97.4% | $188+36.5% |