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 | $31,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,329 | $65,061-54.9% | $143,757-79.6% | $66,914-56.2% |
| Participation rate | 81.4% | 65.2%+16.2pp | 80.3%+1.1pp | 69.8%+11.6pp |
| Annual return | -16.77% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,151 | $2,361-51.2% | $4,951-76.7% | $2,544-54.7% |
| Participant deferral / active EE | $2,307 | $2,919-21.0% | $5,637-59.1% | $4,237-45.6% |
| Admin fee / account holder | $189 | $502-62.4% | $14,673-98.7% | $593-68.2% |