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 8-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 | $10,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,227 | $55,932+25.6% | $76,735-8.5% | $67,986+3.3% |
| Participation rate | 94.8% | 50.8%+44.0pp | 69.5%+25.3pp | 57.2%+37.6pp |
| Annual return | 14.75% | 23.10%-8.4pp | 29.77%-15.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,413 | $1,487-5.0% | $2,454-42.4% | $2,019-30.0% |
| Participant deferral / active EE | $5,829 | $2,558+127.8% | $4,088+42.6% | $3,358+73.6% |
| Admin fee / account holder | $59 | $4,907-98.8% | $7,189-99.2% | $3,203-98.2% |