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 3-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $455 |
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 | $60,092 | $69,477-13.5% | $94,646-36.5% | $71,457-15.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 18.49% | 29.66%-11.2pp | 156.71%-138.2pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,765 | $2,853+31.9% | $3,672+2.5% | $2,588+45.5% |
| Participant deferral / active EE | $6,183 | $7,345-15.8% | $7,418-16.6% | $4,289+44.2% |
| Admin fee / account holder | $3 | $1,210-99.7% | $7,231-100.0% | $1,587-99.8% |