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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,147 |
ADP BROKER-DEALER8+ 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 | $101,353 | $65,561+54.6% | $86,188+17.6% | $75,163+34.8% |
| Participation rate | 88.7% | 60.5%+28.2pp | 69.0%+19.7pp | 67.2%+21.5pp |
| Annual return | 16.51% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,191 | $1,553+41.1% | $2,380-7.9% | $2,670-17.9% |
| Participant deferral / active EE | $8,508 | $3,024+181.4% | $3,985+113.5% | $4,125+106.2% |
| Admin fee / account holder | $20 | $5,474-99.6% | $6,852-99.7% | $5,651-99.6% |