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 8-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,014 | $108,549-43.8% | $156,263-61.0% | $85,563-28.7% |
| Participation rate | 74.5% | 77.1%-2.6pp | 78.9%-4.4pp | 66.0%+8.5pp |
| Annual return | 21.71% | 21.79%-0.1pp | 59.47%-37.8pp | 31.51%-9.8pp |
| Employer contribution / active EE | $2,528 | $2,690-6.0% | $4,333-41.7% | $2,654-4.8% |
| Participant deferral / active EE | $6,963 | $4,800+45.1% | $6,158+13.1% | $4,375+59.1% |
| Admin fee / account holder | $24 | $650-96.2% | $14,255-99.8% | $834-97.1% |