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 3-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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,058 | $54,705+57.3% | $71,209+20.9% | $84,808+1.5% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 18.95% | 35.90%-16.9pp | 282.51%-263.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $4,301 | $2,158+99.3% | $2,721+58.1% | $2,631+63.5% |
| Participant deferral / active EE | $9,956 | $3,030+228.5% | $4,175+138.5% | $4,212+136.4% |
| Admin fee / account holder | $29 | $4,863-99.4% | $5,349-99.5% | $7,344-99.6% |