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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,789 |
ADP BROKER-DEALER9+ 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 | $120,625 | $71,050+69.8% | $93,606+28.9% | $80,856+49.2% |
| Participation rate | 87.4% | 60.4%+27.0pp | 68.7%+18.6pp | 67.6%+19.7pp |
| Annual return | 11.38% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,176 | $1,564+39.1% | $2,420-10.1% | $2,755-21.0% |
| Participant deferral / active EE | $9,696 | $4,034+140.4% | $4,411+119.8% | $4,296+125.7% |
| Admin fee / account holder | $35 | $6,945-99.5% | $8,285-99.6% | $6,918-99.5% |