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 | $23,812 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,995 |
ADP BROKER-DEALER9 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,578 | $66,098+28.0% | $101,794-16.9% | $74,304+13.8% |
| Participation rate | 93.8% | 53.8%+40.1pp | 69.2%+24.6pp | 60.3%+33.5pp |
| Annual return | 16.85% | 19.59%-2.7pp | 30.53%-13.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,067 | $1,082+91.1% | $2,289-9.7% | $2,241-7.8% |
| Participant deferral / active EE | $6,936 | $2,781+149.4% | $4,084+69.8% | $3,767+84.1% |
| Admin fee / account holder | $290 | $4,146-93.0% | $8,777-96.7% | $2,969-90.2% |