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 9-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 | $24,186 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,649 | $79,013-27.0% | $100,391-42.6% | $74,495-22.6% |
| Participation rate | 95.9% | 79.5%+16.4pp | 81.5%+14.4pp | 67.2%+28.7pp |
| Annual return | 15.46% | 20.41%-5.0pp | 49.20%-33.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,227 | $3,021+6.8% | $3,942-18.1% | $2,623+23.0% |
| Participant deferral / active EE | $10,076 | $7,760+29.9% | $8,082+24.7% | $4,346+131.9% |
| Admin fee / account holder | $134 | $1,320-89.8% | $7,899-98.3% | $1,942-93.1% |