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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,022 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,576 | $79,428-42.6% | $106,548-57.2% | $79,386-42.6% |
| Participation rate | 93.3% | 74.1%+19.2pp | 76.1%+17.2pp | 70.7%+22.6pp |
| Annual return | 39.34% | 18.27%+21.1pp | 26.80%+12.5pp | 116.85%-77.5pp |
| Employer contribution / active EE | $2,026 | $2,234-9.3% | $2,819-28.1% | $2,427-16.5% |
| Participant deferral / active EE | $3,925 | $3,823+2.7% | $4,398-10.7% | $4,046-3.0% |
| Admin fee / account holder | $20 | $523-96.1% | $7,407-99.7% | $626-96.8% |