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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,432 |
ADP BROKER-DEALER10+ 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 | $136,241 | $66,098+106.1% | $101,794+33.8% | $74,304+83.4% |
| Participation rate | 90.5% | 53.8%+36.7pp | 69.2%+21.3pp | 60.3%+30.1pp |
| Annual return | 16.02% | 19.59%-3.6pp | 30.53%-14.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,358 | $1,082+118.0% | $2,289+3.0% | $2,241+5.2% |
| Participant deferral / active EE | $10,160 | $2,781+265.3% | $4,084+148.8% | $3,767+169.7% |
| Admin fee / account holder | $57 | $4,146-98.6% | $8,777-99.4% | $2,969-98.1% |