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 | $45,343+70.6% | $150,298-48.5% | $67,986+13.8% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 27.84% | 33.28%-5.4pp | 62.79%-34.9pp | 31.67%-3.8pp |
| Employer contribution / active EE | $3,389 | $1,462+131.8% | $4,154-18.4% | $2,019+67.9% |
| Participant deferral / active EE | $6,749 | $2,055+228.5% | $5,453+23.8% | $3,358+101.0% |
| Admin fee / account holder | $187 | $2,250-91.7% | $14,116-98.7% | $3,203-94.2% |