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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,258 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,956 |
ADP BROKER-DEALER7 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 | $59,783 | $71,050-15.9% | $93,606-36.1% | $80,856-26.1% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.6%+26.3pp |
| Annual return | 13.89% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,638 | $1,564+132.7% | $2,420+50.3% | $2,755+32.1% |
| Participant deferral / active EE | $5,666 | $4,034+40.5% | $4,411+28.4% | $4,296+31.9% |
| Admin fee / account holder | $289 | $6,945-95.8% | $8,285-96.5% | $6,918-95.8% |