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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $67,120 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,924 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,215 | $37,393-72.7% | $77,024-86.7% | $66,914-84.7% |
| Participation rate | 84.6% | 52.9%+31.7pp | 67.9%+16.7pp | 69.8%+14.8pp |
| Annual return | -14.00% | -3.29%-10.7pp | 42.32%-56.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,253 | $1,531+47.1% | $2,812-19.9% | $2,544-11.5% |
| Participant deferral / active EE | $2,099 | $2,617-19.8% | $4,426-52.6% | $4,237-50.5% |
| Admin fee / account holder | $194 | $567-65.8% | $5,425-96.4% | $593-67.3% |