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 | $50,820+97.6% | $155,567-35.4% | $77,671+29.3% |
| Participation rate | 80.5% | 63.1%+17.4pp | 78.2%+2.3pp | 70.6%+9.9pp |
| Annual return | 13.43% | 34.85%-21.4pp | 64.74%-51.3pp | 31.21%-17.8pp |
| Employer contribution / active EE | $7,856 | $1,993+294.2% | $4,674+68.1% | $2,726+188.1% |
| Participant deferral / active EE | $14,790 | $2,823+423.9% | $5,628+162.8% | $4,648+218.2% |
| Admin fee / account holder | $17 | $436-96.1% | $15,916-99.9% | $430-96.1% |