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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,211 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,898 | $59,417-37.9% | $93,606-60.6% | $74,495-50.5% |
| Participation rate | 97.1% | 59.7%+37.4pp | 68.7%+28.3pp | 67.2%+29.9pp |
| Annual return | 16.71% | 81.83%-65.1pp | 133.20%-116.5pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,697 | $1,264+113.4% | $2,420+11.5% | $2,623+2.8% |
| Participant deferral / active EE | $6,149 | $3,050+101.6% | $4,411+39.4% | $4,346+41.5% |
| Admin fee / account holder | $155 | $3,021-94.9% | $8,285-98.1% | $1,942-92.0% |