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 | $745 |
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 | $35,449 | $61,272-42.1% | $149,673-76.3% | $71,457-50.4% |
| Participation rate | 96.5% | 62.5%+34.0pp | 78.8%+17.7pp | 67.9%+28.6pp |
| Annual return | 17.41% | 35.85%-18.4pp | 134.42%-117.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,242 | $2,378-47.8% | $4,818-74.2% | $2,588-52.0% |
| Participant deferral / active EE | $7,646 | $2,917+162.1% | $5,680+34.6% | $4,289+78.3% |
| Admin fee / account holder | $25 | $1,261-98.1% | $13,210-99.8% | $1,587-98.5% |