Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $10,067 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,683 | $89,808-41.3% | $100,383-47.5% | $77,671-32.2% |
| Participation rate | 91.1% | 81.2%+9.9pp | 81.5%+9.6pp | 70.6%+20.6pp |
| Annual return | 20.77% | 20.62%+0.2pp | 49.26%-28.5pp | 31.21%-10.4pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $11,192 | $8,284+35.1% | $8,086+38.4% | $4,648+140.8% |
| Admin fee / account holder | $14 | $174-92.0% | $7,900-99.8% | $430-96.8% |