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-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,311 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $5,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,992 | $66,098-22.9% | $101,794-49.9% | $74,304-31.4% |
| Participation rate | 96.5% | 53.8%+42.8pp | 69.2%+27.4pp | 60.3%+36.2pp |
| Annual return | 19.36% | 19.59%-0.2pp | 30.53%-11.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $2,164 | $1,082+100.1% | $2,289-5.5% | $2,241-3.4% |
| Participant deferral / active EE | $6,577 | $2,781+136.5% | $4,084+61.0% | $3,767+74.6% |
| Admin fee / account holder | $120 | $4,146-97.1% | $8,777-98.6% | $2,969-96.0% |