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 5-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 | $4,687 |
ADP BROKER-DEALER4 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 | $50,943 | $101,499-49.8% | $147,005-65.3% | $74,546-31.7% |
| Participation rate | 94.7% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.5pp |
| Annual return | 22.28% | 8732.34%-8710.1pp | 418.76%-396.5pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $5,464 | $3,811+43.4% | $4,934+10.7% | $2,624+108.2% |
| Participant deferral / active EE | $10,844 | $7,304+48.5% | $8,070+34.4% | $4,347+149.4% |
| Admin fee / account holder | $17 | $1,748-99.1% | $13,006-99.9% | $1,944-99.2% |