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 7-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 | $7,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,872 | $88,087-38.8% | $164,866-67.3% | $74,546-27.7% |
| Participation rate | 74.2% | 73.1%+1.1pp | 78.6%-4.4pp | 67.2%+7.0pp |
| Annual return | 18.60% | 17.27%+1.3pp | 69.97%-51.4pp | 1366.03%-1347.4pp |
| Employer contribution / active EE | $2,451 | $2,595-5.6% | $4,343-43.6% | $2,624-6.6% |
| Participant deferral / active EE | $7,230 | $4,499+60.7% | $6,033+19.8% | $4,347+66.3% |
| Admin fee / account holder | $32 | $2,232-98.6% | $12,689-99.7% | $1,944-98.4% |