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 | $10,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,083 | $129,021-33.3% | $184,203-53.3% | $77,643+10.9% |
| Participation rate | 76.6% | 87.3%-10.7pp | 86.8%-10.2pp | 70.6%+6.1pp |
| Annual return | 18.85% | 33.27%-14.4pp | 28.81%-10.0pp | 31.24%-12.4pp |
| Employer contribution / active EE | $8,063 | $4,413+82.7% | $6,427+25.4% | $2,726+195.8% |
| Participant deferral / active EE | $9,595 | $7,297+31.5% | $9,131+5.1% | $4,647+106.5% |
| Admin fee / account holder | $37 | $254-85.6% | $13,901-99.7% | $430-91.5% |