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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,879 |
ADP BROKER-DEALER8+ 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 | $39,451 | $76,050-48.1% | $96,544-59.1% | $71,457-44.8% |
| Participation rate | 95.2% | 74.4%+20.8pp | 76.0%+19.2pp | 67.9%+27.3pp |
| Annual return | 14.42% | 22.81%-8.4pp | 25.84%-11.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,108 | $2,244-50.6% | $2,965-62.6% | $2,588-57.2% |
| Participant deferral / active EE | $3,680 | $4,215-12.7% | $4,851-24.1% | $4,289-14.2% |
| Admin fee / account holder | $23 | $2,707-99.1% | $8,252-99.7% | $1,587-98.5% |