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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,117 |
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 | $178,772 | $81,900+118.3% | $119,609+49.5% | $68,494+161.0% |
| Participation rate | 71.9% | 71.9%0pp | 79.3%-7.4pp | 67.9%+4.0pp |
| Annual return | -14.70% | -23.82%+9.1pp | -14.97%+0.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $7,207 | $2,693+167.6% | $4,232+70.3% | $2,596+177.6% |
| Participant deferral / active EE | $18,091 | $4,148+336.2% | $5,602+222.9% | $4,027+349.2% |
| Admin fee / account holder | $110 | $6,582-98.3% | $10,323-98.9% | $5,403-98.0% |