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 6-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 | $40,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,787 | $101,317-49.9% | $146,958-65.4% | $74,495-31.8% |
| Participation rate | 71.8% | 75.5%-3.7pp | 82.2%-10.3pp | 67.2%+4.6pp |
| Annual return | 18.85% | 8730.91%-8712.1pp | 418.34%-399.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $4,949 | $3,810+29.9% | $4,933+0.3% | $2,623+88.7% |
| Participant deferral / active EE | $10,413 | $7,303+42.6% | $8,070+29.0% | $4,346+139.6% |
| Admin fee / account holder | $170 | $1,739-90.2% | $12,998-98.7% | $1,942-91.3% |