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 9-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,744 |
ADP BROKER-DEALER5+ 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 | $44,017 | $73,638-40.2% | $95,952-54.1% | $73,488-40.1% |
| Participation rate | 94.1% | 76.2%+18.0pp | 77.1%+17.0pp | 70.7%+23.4pp |
| Annual return | 13.97% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $944 | $1,863-49.3% | $2,541-62.9% | $2,270-58.4% |
| Participant deferral / active EE | $3,025 | $3,617-16.4% | $4,167-27.4% | $3,740-19.1% |
| Admin fee / account holder | $33 | $482-93.3% | $6,795-99.5% | $513-93.7% |