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 | $17,424 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,223 | $87,870+104.0% | $113,168+58.4% | $74,304+141.2% |
| Participation rate | 98.7% | 70.7%+27.9pp | 76.6%+22.1pp | 60.3%+38.3pp |
| Annual return | 11.53% | 26.44%-14.9pp | 24.27%-12.7pp | 29.43%-17.9pp |
| Employer contribution / active EE | $5,881 | $2,277+158.3% | $2,975+97.7% | $2,241+162.4% |
| Participant deferral / active EE | $6,077 | $4,241+43.3% | $5,107+19.0% | $3,767+61.3% |
| Admin fee / account holder | $74 | $3,368-97.8% | $12,068-99.4% | $2,969-97.5% |