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 9-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,584 | $106,749-23.6% | $145,433-43.9% | $82,448-1.0% |
| Participation rate | 85.5% | 75.6%+9.9pp | 82.1%+3.4pp | 68.1%+17.4pp |
| Annual return | 18.44% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,316 | $3,444+54.3% | $4,554+16.7% | $2,551+108.4% |
| Participant deferral / active EE | $11,550 | $6,519+77.2% | $7,897+46.3% | $4,139+179.0% |
| Admin fee / account holder | $27 | $8,390-99.7% | $13,129-99.8% | $7,234-99.6% |