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 | $5,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,867 | $80,724+5.1% | $103,333-17.9% | $74,495+13.9% |
| Participation rate | 73.6% | 65.7%+7.9pp | 74.5%-1.0pp | 67.2%+6.4pp |
| Annual return | 15.72% | 27.56%-11.8pp | 24.88%-9.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,340 | $3,157+37.5% | $3,868+12.2% | $2,623+65.5% |
| Participant deferral / active EE | $8,168 | $3,860+111.6% | $5,057+61.5% | $4,346+88.0% |
| Admin fee / account holder | $29 | $2,368-98.8% | $8,355-99.7% | $1,942-98.5% |