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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,649 |
ADP BROKER-DEALER9+ 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 | $65,723 | $76,050-13.6% | $96,544-31.9% | $71,457-8.0% |
| Participation rate | 80.7% | 74.4%+6.3pp | 76.0%+4.7pp | 67.9%+12.8pp |
| Annual return | 16.62% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,534 | $2,244-31.7% | $2,965-48.3% | $2,588-40.7% |
| Participant deferral / active EE | $3,757 | $4,215-10.9% | $4,851-22.6% | $4,289-12.4% |
| Admin fee / account holder | $14 | $2,707-99.5% | $8,252-99.8% | $1,587-99.1% |