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 | $19,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,369 | $61,156-42.2% | $185,823-81.0% | $79,386-55.4% |
| Participation rate | 79.9% | 66.6%+13.2pp | 81.7%-1.8pp | 70.7%+9.2pp |
| Annual return | 12.12% | 19.45%-7.3pp | 122.05%-109.9pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,213 | $2,321-47.7% | $5,167-76.5% | $2,427-50.0% |
| Participant deferral / active EE | $2,241 | $2,789-19.6% | $5,568-59.7% | $4,046-44.6% |
| Admin fee / account holder | $193 | $710-72.8% | $16,237-98.8% | $626-69.2% |