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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,893 |
ADP BROKER-DEALER6+ 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 | $39,090 | $84,936-54.0% | $111,297-64.9% | $79,386-50.8% |
| Participation rate | 94.2% | 75.9%+18.3pp | 77.3%+16.9pp | 70.7%+23.5pp |
| Annual return | 12.66% | 17.45%-4.8pp | 54.65%-42.0pp | 116.85%-104.2pp |
| Employer contribution / active EE | $1,162 | $1,979-41.3% | $2,731-57.5% | $2,427-52.2% |
| Participant deferral / active EE | $3,395 | $3,888-12.7% | $4,487-24.4% | $4,046-16.1% |
| Admin fee / account holder | $16 | $537-97.0% | $7,964-99.8% | $626-97.5% |