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 3-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 | $7,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,734 | $83,884+26.0% | $64,056+65.1% | $74,419+42.1% |
| Participation rate | 78.0% | 76.6%+1.4pp | 72.3%+5.7pp | 70.7%+7.3pp |
| Annual return | 18.42% | 16.57%+1.8pp | 33.69%-15.3pp | 34.38%-16.0pp |
| Employer contribution / active EE | $3,045 | $3,084-1.2% | $2,747+10.9% | $2,637+15.5% |
| Participant deferral / active EE | $6,888 | $3,692+86.6% | $3,880+77.5% | $4,528+52.1% |
| Admin fee / account holder | $21 | $196-89.2% | $3,068-99.3% | $348-93.9% |