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 | $4,426 |
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 | $51,646 | $163,676-68.4% | $70,092-26.3% | - |
| Participation rate | 100.0% | 66.2%+33.8pp | 70.5%+29.5pp | - |
| Annual return | -14.22% | -11.88%-2.3pp | 190.73%-205.0pp | - |
| Employer contribution / active EE | $1,511 | $2,304-34.4% | $2,559-41.0% | - |
| Participant deferral / active EE | $4,939 | $3,975+24.2% | $3,849+28.3% | - |
| Admin fee / account holder | $33 | $34,290-99.9% | $6,267-99.5% | - |