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 | $7,376 |
ADP BROKER-DEALER3 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 | $86,994 | $57,281+51.9% | $86,612+0.4% | $75,163+15.7% |
| Participation rate | 88.8% | 63.2%+25.6pp | 71.7%+17.1pp | 67.2%+21.6pp |
| Annual return | 20.66% | 2670.75%-2650.1pp | 591.07%-570.4pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,726 | $2,314+61.0% | $3,022+23.3% | $2,670+39.6% |
| Participant deferral / active EE | $6,688 | $3,318+101.6% | $4,438+50.7% | $4,125+62.1% |
| Admin fee / account holder | $63 | $4,112-98.5% | $5,614-98.9% | $5,651-98.9% |