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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,203 | $92,055-54.2% | $106,213-60.3% | $77,643-45.6% |
| Participation rate | 70.7% | 81.0%-10.4pp | 75.3%-4.6pp | 70.6%+0.1pp |
| Annual return | 14.59% | 17.91%-3.3pp | 116.14%-101.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,844 | $3,367-45.2% | $3,171-41.9% | $2,726-32.4% |
| Participant deferral / active EE | $3,466 | $5,386-35.7% | $5,016-30.9% | $4,647-25.4% |
| Admin fee / account holder | $178 | $219-18.7% | $11,033-98.4% | $430-58.6% |