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 | $11,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,818 | $96,484+157.9% | $156,263+59.2% | $74,304+234.9% |
| Participation rate | 89.3% | 67.7%+21.7pp | 78.9%+10.4pp | 60.3%+29.0pp |
| Annual return | 13.80% | 17.73%-3.9pp | 59.47%-45.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $5,627 | $2,528+122.5% | $4,333+29.9% | $2,241+151.1% |
| Participant deferral / active EE | $12,154 | $4,286+183.6% | $6,158+97.4% | $3,767+222.6% |
| Admin fee / account holder | $82 | $3,728-97.8% | $14,255-99.4% | $2,969-97.2% |