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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,131 |
ADP BROKER-DEALER1 year 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 | $85,399 | $65,409+30.6% | $98,442-13.2% | $85,850-0.5% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 14.72% | 21.76%-7.0pp | 1492.73%-1478.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,430 | $2,168+58.2% | $2,960+15.9% | $2,565+33.7% |
| Participant deferral / active EE | $6,739 | $3,166+112.8% | $4,276+57.6% | $3,952+70.5% |
| Admin fee / account holder | $54 | $4,593-98.8% | $5,949-99.1% | $6,260-99.1% |