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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,082 | $68,914+49.6% | $136,749-24.6% | $74,304+38.7% |
| Participation rate | 95.1% | 51.3%+43.7pp | 72.1%+22.9pp | 60.3%+34.7pp |
| Annual return | 19.01% | 16.34%+2.7pp | 24.33%-5.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,704 | $1,561+9.1% | $3,400-49.9% | $2,241-24.0% |
| Participant deferral / active EE | $8,491 | $2,541+234.1% | $4,692+81.0% | $3,767+125.4% |
| Admin fee / account holder | $129 | $3,149-95.9% | $11,386-98.9% | $2,969-95.7% |