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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,816 | $102,872+123.4% | $180,183+27.5% | $102,872+123.4% |
| Participation rate | 99.0% | 73.0%+26.0pp | 77.4%+21.6pp | 73.0%+26.0pp |
| Annual return | 16.91% | 19.06%-2.2pp | 27.86%-11.0pp | 19.06%-2.2pp |
| Employer contribution / active EE | $11,508 | $3,526+226.3% | $5,039+128.4% | $3,526+226.3% |
| Participant deferral / active EE | $9,535 | $5,535+72.3% | $6,822+39.8% | $5,535+72.3% |
| Admin fee / account holder | $21 | $292-92.7% | $19,975-99.9% | $292-92.7% |