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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,234 | $82,978+136.5% | $129,995+51.0% | $71,457+174.6% |
| Participation rate | 86.9% | 74.1%+12.8pp | 78.5%+8.4pp | 67.9%+19.0pp |
| Annual return | 19.35% | 20.60%-1.3pp | -137.18%+156.5pp | 28.85%-9.5pp |
| Employer contribution / active EE | $5,027 | $2,622+91.8% | $4,320+16.4% | $2,588+94.3% |
| Participant deferral / active EE | $11,331 | $4,432+155.7% | $5,820+94.7% | $4,289+164.2% |
| Admin fee / account holder | $61 | $1,729-96.5% | $10,614-99.4% | $1,587-96.2% |