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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,851 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $15,214 |
ADP BROKER-DEALER6 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 | $50,603 | $65,561-22.8% | $86,188-41.3% | $75,163-32.7% |
| Participation rate | 96.6% | 60.5%+36.1pp | 69.0%+27.6pp | 67.2%+29.4pp |
| Annual return | 15.84% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,455 | $1,553+58.1% | $2,380+3.2% | $2,670-8.0% |
| Participant deferral / active EE | $5,201 | $3,024+72.0% | $3,985+30.5% | $4,125+26.1% |
| Admin fee / account holder | $269 | $5,474-95.1% | $6,852-96.1% | $5,651-95.2% |