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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,810 |
ADP BROKER-DEALER6+ 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 | $84,455 | $70,428+19.9% | $96,562-12.5% | $85,850-1.6% |
| Participation rate | 92.9% | 61.8%+31.1pp | 69.8%+23.1pp | 69.3%+23.6pp |
| Annual return | 13.26% | 18.59%-5.3pp | 37.78%-24.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,320 | $1,413+64.2% | $2,356-1.6% | $2,565-9.6% |
| Participant deferral / active EE | $8,191 | $2,894+183.1% | $3,849+112.8% | $3,952+107.3% |
| Admin fee / account holder | $23 | $4,997-99.5% | $6,181-99.6% | $6,260-99.6% |