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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,913 |
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 | $50,792 | $89,808-43.4% | $100,383-49.4% | $77,671-34.6% |
| Participation rate | 94.9% | 81.2%+13.7pp | 81.5%+13.4pp | 70.6%+24.3pp |
| Annual return | 18.21% | 20.62%-2.4pp | 49.26%-31.1pp | 31.21%-13.0pp |
| Employer contribution / active EE | $1,557 | $3,039-48.8% | $3,944-60.5% | $2,726-42.9% |
| Participant deferral / active EE | $11,154 | $8,284+34.7% | $8,086+38.0% | $4,648+140.0% |
| Admin fee / account holder | $30 | $174-82.6% | $7,900-99.6% | $430-93.0% |