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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,080 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $19,242 |
ADP BROKER-DEALER5 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 | $44,858 | $59,805-25.0% | $79,550-43.6% | $68,494-34.5% |
| Participation rate | 98.8% | 61.1%+37.7pp | 69.5%+29.3pp | 67.9%+30.9pp |
| Annual return | -16.01% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,366 | $1,505+123.7% | $2,413+39.5% | $2,596+29.7% |
| Participant deferral / active EE | $5,899 | $3,024+95.0% | $3,985+48.0% | $4,027+46.5% |
| Admin fee / account holder | $281 | $4,835-94.2% | $6,832-95.9% | $5,403-94.8% |