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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,162 | $70,908+51.1% | $98,907+8.3% | $73,488+45.8% |
| Participation rate | 96.7% | 73.8%+22.9pp | 76.0%+20.7pp | 70.7%+26.0pp |
| Annual return | 13.08% | 34.17%-21.1pp | 196.43%-183.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $4,740 | $2,036+132.8% | $2,689+76.3% | $2,270+108.8% |
| Participant deferral / active EE | $7,639 | $3,500+118.3% | $4,244+80.0% | $3,740+104.3% |
| Admin fee / account holder | $219 | $535-59.1% | $6,642-96.7% | $513-57.4% |