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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,758 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,387 | $76,670-21.2% | $96,683-37.5% | $71,457-15.5% |
| Participation rate | 71.8% | 66.6%+5.3pp | 74.3%-2.5pp | 67.9%+3.9pp |
| Annual return | 21.38% | 48.29%-26.9pp | 35.69%-14.3pp | 28.85%-7.5pp |
| Employer contribution / active EE | $3,018 | $3,031-0.4% | $3,737-19.2% | $2,588+16.6% |
| Participant deferral / active EE | $7,510 | $3,771+99.1% | $4,878+53.9% | $4,289+75.1% |
| Admin fee / account holder | $200 | $2,028-90.2% | $6,730-97.0% | $1,587-87.4% |