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 | $1,912 |
ADP BROKER-DEALER7+ 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 | $83,526 | $59,805+39.7% | $79,550+5.0% | $68,494+21.9% |
| Participation rate | 92.5% | 61.1%+31.4pp | 69.5%+23.0pp | 67.9%+24.6pp |
| Annual return | -14.34% | -12.30%-2.0pp | 0.16%-14.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,090 | $1,505+38.9% | $2,413-13.4% | $2,596-19.5% |
| Participant deferral / active EE | $7,842 | $3,024+159.3% | $3,985+96.8% | $4,027+94.7% |
| Admin fee / account holder | $17 | $4,835-99.6% | $6,832-99.7% | $5,403-99.7% |