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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,020 |
ADP BROKER-DEALER10+ 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 | $84,857 | $73,360+15.7% | $177,989-52.3% | $74,495+13.9% |
| Participation rate | 73.8% | 66.6%+7.1pp | 77.1%-3.3pp | 67.2%+6.5pp |
| Annual return | 15.63% | 17.49%-1.9pp | 294.48%-278.8pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,179 | $2,216+43.4% | $3,949-19.5% | $2,623+21.2% |
| Participant deferral / active EE | $5,677 | $4,513+25.8% | $6,276-9.5% | $4,346+30.6% |
| Admin fee / account holder | $24 | $1,808-98.7% | $10,363-99.8% | $1,942-98.8% |