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 | $9,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,423 | $50,815+97.6% | $155,509-35.4% | $77,643+29.3% |
| Participation rate | 80.5% | 63.1%+17.4pp | 78.2%+2.3pp | 70.6%+9.9pp |
| Annual return | 13.43% | 34.80%-21.4pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $7,856 | $1,993+294.3% | $4,672+68.1% | $2,726+188.2% |
| Participant deferral / active EE | $14,790 | $2,822+424.1% | $5,626+162.9% | $4,647+218.3% |
| Admin fee / account holder | $17 | $437-96.1% | $15,912-99.9% | $430-96.1% |