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 | $8,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,882 | $65,435-10.0% | $86,677-32.1% | $66,914-12.0% |
| Participation rate | 95.9% | 75.5%+20.5pp | 76.6%+19.4pp | 69.8%+26.1pp |
| Annual return | -14.90% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $2,778 | $2,153+29.0% | $2,836-2.1% | $2,544+9.2% |
| Participant deferral / active EE | $6,426 | $4,100+56.7% | $4,656+38.0% | $4,237+51.7% |
| Admin fee / account holder | $24 | $642-96.2% | $7,493-99.7% | $593-95.9% |