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 | $96,484+6.4% | $156,263-34.3% | $74,304+38.2% |
| Participation rate | 77.2% | 67.7%+9.5pp | 78.9%-1.7pp | 60.3%+16.8pp |
| Annual return | 20.60% | 17.73%+2.9pp | 59.47%-38.9pp | 29.43%-8.8pp |
| Employer contribution / active EE | $4,015 | $2,528+58.8% | $4,333-7.3% | $2,241+79.1% |
| Participant deferral / active EE | $7,679 | $4,286+79.2% | $6,158+24.7% | $3,767+103.8% |
| Admin fee / account holder | $131 | $3,728-96.5% | $14,255-99.1% | $2,969-95.6% |