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 4-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,997 |
Service code 37 · EIN 36-3429599 | Loan Processing | $3,221 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,286 | $88,634-19.6% | $101,326-29.6% | $74,304-4.1% |
| Participation rate | 87.0% | 76.9%+10.1pp | 81.5%+5.5pp | 60.3%+26.6pp |
| Annual return | 25.40% | 33.10%-7.7pp | 36.82%-11.4pp | 29.43%-4.0pp |
| Employer contribution / active EE | $4,861 | $2,930+65.9% | $3,665+32.6% | $2,241+116.9% |
| Participant deferral / active EE | $13,048 | $7,322+78.2% | $7,994+63.2% | $3,767+246.3% |
| Admin fee / account holder | $46 | $2,425-98.1% | $11,185-99.6% | $2,969-98.5% |