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 10-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,564 |
ADP BROKER-DEALER3 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 | $94,035 | $101,317-7.2% | $146,958-36.0% | $74,495+26.2% |
| Participation rate | 91.9% | 75.5%+16.3pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 20.50% | 8730.91%-8710.4pp | 418.34%-397.8pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $3,538 | $3,810-7.1% | $4,933-28.3% | $2,623+34.9% |
| Participant deferral / active EE | $11,287 | $7,303+54.5% | $8,070+39.9% | $4,346+159.7% |
| Admin fee / account holder | $11 | $1,739-99.4% | $12,998-99.9% | $1,942-99.4% |