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 | $53,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,750 | $96,486+111.2% | $153,432+32.8% | $77,671+162.3% |
| Participation rate | 97.2% | 81.6%+15.5pp | 77.1%+20.1pp | 70.6%+26.6pp |
| Annual return | 13.58% | 14.44%-0.9pp | 15.66%-2.1pp | 31.21%-17.6pp |
| Employer contribution / active EE | $11,297 | $5,224+116.3% | $5,038+124.2% | $2,726+314.3% |
| Participant deferral / active EE | $8,934 | $6,609+35.2% | $6,757+32.2% | $4,648+92.2% |
| Admin fee / account holder | $47 | $182-74.5% | $12,725-99.6% | $430-89.2% |