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 | $16,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,441 | $50,982+4.8% | $154,803-65.5% | $85,563-37.5% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 18.28% | 30.35%-12.1pp | 58.88%-40.6pp | 31.51%-13.2pp |
| Employer contribution / active EE | $6,197 | $1,708+262.8% | $4,305+43.9% | $2,654+133.6% |
| Participant deferral / active EE | $6,991 | $2,474+182.6% | $5,540+26.2% | $4,375+59.8% |
| Admin fee / account holder | $37 | $846-95.6% | $14,329-99.7% | $834-95.5% |