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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,120 |
ADP BROKER-DEALER2+ 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 | $52,612 | $84,487-37.7% | $125,339-58.0% | $66,914-21.4% |
| Participation rate | 81.3% | 76.4%+4.8pp | 82.4%-1.1pp | 69.8%+11.4pp |
| Annual return | -15.81% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,334 | $3,553-6.2% | $4,814-30.7% | $2,544+31.1% |
| Participant deferral / active EE | $8,457 | $6,781+24.7% | $7,446+13.6% | $4,237+99.6% |
| Admin fee / account holder | $10 | $685-98.5% | $10,010-99.9% | $593-98.2% |