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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,833 | $106,110+4.5% | $147,005-24.6% | $77,671+42.7% |
| Participation rate | 83.9% | 78.4%+5.5pp | 82.2%+1.8pp | 70.6%+13.3pp |
| Annual return | 16.32% | 56.77%-40.5pp | 418.76%-402.4pp | 31.21%-14.9pp |
| Employer contribution / active EE | $5,695 | $4,065+40.1% | $4,934+15.4% | $2,726+108.9% |
| Participant deferral / active EE | $11,416 | $7,992+42.9% | $8,070+41.5% | $4,648+145.6% |
| Admin fee / account holder | $19 | $338-94.5% | $13,006-99.9% | $430-95.7% |