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 7-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 | $2,144 |
ADP BROKER-DEALER1 year 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 | $71,428 | $109,413-34.7% | $156,263-54.3% | $84,808-15.8% |
| Participation rate | 89.0% | 72.7%+16.3pp | 78.9%+10.1pp | 68.3%+20.7pp |
| Annual return | 20.53% | 20.18%+0.3pp | 59.47%-38.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,359 | $2,907+49.9% | $4,333+0.6% | $2,631+65.7% |
| Participant deferral / active EE | $8,700 | $4,590+89.6% | $6,158+41.3% | $4,212+106.6% |
| Admin fee / account holder | $20 | $9,357-99.8% | $14,255-99.9% | $7,344-99.7% |