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 9-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 | $2,932 |
ADP BROKER-DEALER5 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 | $132,547 | $102,317+29.5% | $146,958-9.8% | $80,856+63.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.01% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $6,721 | $3,713+81.0% | $4,933+36.2% | $2,755+144.0% |
| Participant deferral / active EE | $11,982 | $6,644+80.4% | $8,070+48.5% | $4,296+178.9% |
| Admin fee / account holder | $27 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |