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 3-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 | $40,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,365 | $49,915+55.0% | $154,803-50.0% | $74,304+4.1% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 27.84% | 34.06%-6.2pp | 58.88%-31.0pp | 29.43%-1.6pp |
| Employer contribution / active EE | $3,389 | $1,611+110.3% | $4,305-21.3% | $2,241+51.2% |
| Participant deferral / active EE | $6,749 | $2,255+199.3% | $5,540+21.8% | $3,767+79.2% |
| Admin fee / account holder | $187 | $2,189-91.5% | $14,329-98.7% | $2,969-93.7% |