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 | $30,467 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $29,266 |
ADP BROKER-DEALER3 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 | $43,839 | $76,050-42.4% | $96,544-54.6% | $71,457-38.6% |
| Participation rate | 95.6% | 74.4%+21.2pp | 76.0%+19.7pp | 67.9%+27.7pp |
| Annual return | 17.40% | 22.81%-5.4pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,005 | $2,244-10.6% | $2,965-32.4% | $2,588-22.5% |
| Participant deferral / active EE | $4,675 | $4,215+10.9% | $4,851-3.6% | $4,289+9.0% |
| Admin fee / account holder | $264 | $2,707-90.2% | $8,252-96.8% | $1,587-83.3% |