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 | $61,775 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $55,958 |
ADP BROKER-DEALER10+ 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 | $79,526 | $89,808-11.4% | $100,391-20.8% | $77,643+2.4% |
| Participation rate | 96.7% | 81.2%+15.5pp | 81.5%+15.2pp | 70.6%+26.1pp |
| Annual return | 16.61% | 20.62%-4.0pp | 49.20%-32.6pp | 31.24%-14.6pp |
| Employer contribution / active EE | $4,494 | $3,039+47.9% | $3,942+14.0% | $2,726+64.9% |
| Participant deferral / active EE | $7,800 | $8,284-5.8% | $8,082-3.5% | $4,647+67.8% |
| Admin fee / account holder | $212 | $174+21.6% | $7,899-97.3% | $430-50.7% |