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 8-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 | $10,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,655 | $48,265-65.5% | $68,791-75.8% | $68,494-75.7% |
| Participation rate | 96.6% | 60.7%+35.9pp | 69.0%+27.5pp | 67.9%+28.7pp |
| Annual return | -16.92% | -12.71%-4.2pp | -6.38%-10.5pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,155 | $1,829+17.9% | $2,655-18.8% | $2,596-17.0% |
| Participant deferral / active EE | $3,814 | $2,867+33.0% | $3,941-3.2% | $4,027-5.3% |
| Admin fee / account holder | $92 | $4,355-97.9% | $4,932-98.1% | $5,403-98.3% |