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 10-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,255 |
ADP BROKER-DEALER9 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 | $102,685 | $91,760+11.9% | $156,181-34.3% | $67,986+51.0% |
| Participation rate | 77.2% | 65.0%+12.2pp | 78.8%-1.6pp | 57.2%+20.0pp |
| Annual return | 20.60% | 18.14%+2.5pp | 64.87%-44.3pp | 31.67%-11.1pp |
| Employer contribution / active EE | $4,015 | $2,419+65.9% | $4,294-6.5% | $2,019+98.9% |
| Participant deferral / active EE | $7,679 | $3,960+93.9% | $6,132+25.2% | $3,358+128.7% |
| Admin fee / account holder | $131 | $3,949-96.7% | $14,586-99.1% | $3,203-95.9% |