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 | $1,540 |
ADP BROKER-DEALER1+ 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 | $80,588 | $104,475-22.9% | $159,436-49.5% | $79,386+1.5% |
| Participation rate | 83.3% | 76.6%+6.7pp | 82.8%+0.5pp | 70.7%+12.6pp |
| Annual return | 20.98% | 67.95%-47.0pp | 263.57%-242.6pp | 116.85%-95.9pp |
| Employer contribution / active EE | $3,824 | $3,417+11.9% | $4,829-20.8% | $2,427+57.5% |
| Participant deferral / active EE | $9,178 | $6,467+41.9% | $7,352+24.8% | $4,046+126.9% |
| Admin fee / account holder | $9 | $711-98.8% | $10,799-99.9% | $626-98.6% |