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 8-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,271 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $5,359 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,438 | $70,908+10.6% | $98,907-20.7% | $73,488+6.7% |
| Participation rate | 99.2% | 73.8%+25.4pp | 76.0%+23.1pp | 70.7%+28.5pp |
| Annual return | 49.03% | 34.17%+14.9pp | 196.43%-147.4pp | 28.51%+20.5pp |
| Employer contribution / active EE | $11,536 | $2,036+466.5% | $2,689+329.0% | $2,270+408.2% |
| Participant deferral / active EE | $11,199 | $3,500+220.0% | $4,244+163.9% | $3,740+199.5% |
| Admin fee / account holder | $79 | $535-85.3% | $6,642-98.8% | $513-84.7% |