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 | $2,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,048 | $72,607-47.6% | $90,749-58.1% | $66,914-43.1% |
| Participation rate | 95.1% | 73.7%+21.4pp | 75.7%+19.4pp | 69.8%+25.3pp |
| Annual return | -16.43% | -12.28%-4.2pp | -12.16%-4.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,218 | $2,369-6.3% | $2,921-24.0% | $2,544-12.8% |
| Participant deferral / active EE | $4,235 | $3,977+6.5% | $4,564-7.2% | $4,237-0.1% |
| Admin fee / account holder | $15 | $707-97.9% | $8,445-99.8% | $593-97.5% |