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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,697 | $64,119-19.4% | $112,228-53.9% | $66,914-22.7% |
| Participation rate | 70.7% | 68.5%+2.2pp | 75.1%-4.3pp | 69.8%+0.9pp |
| Annual return | -17.06% | -13.81%-3.3pp | 27.45%-44.5pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,746 | $3,005-8.6% | $3,635-24.4% | $2,544+7.9% |
| Participant deferral / active EE | $6,968 | $3,693+88.7% | $4,728+47.4% | $4,237+64.5% |
| Admin fee / account holder | $189 | $625-69.8% | $6,410-97.1% | $593-68.2% |