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 | $8,061 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,847 | $84,936-15.4% | $111,297-35.4% | $79,386-9.5% |
| Participation rate | 96.6% | 75.9%+20.8pp | 77.3%+19.3pp | 70.7%+25.9pp |
| Annual return | 15.89% | 17.45%-1.6pp | 54.65%-38.8pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,720 | $1,979+37.5% | $2,731-0.4% | $2,427+12.1% |
| Participant deferral / active EE | $5,886 | $3,888+51.4% | $4,487+31.2% | $4,046+45.5% |
| Admin fee / account holder | $23 | $537-95.7% | $7,964-99.7% | $626-96.3% |