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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,206 | $91,762+37.5% | $67,502+87.0% | $77,643+62.5% |
| Participation rate | 72.1% | 75.9%-3.8pp | 72.9%-0.8pp | 70.6%+1.5pp |
| Annual return | 13.97% | 14.87%-0.9pp | 3512.12%-3498.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,837 | $3,181-10.8% | $2,731+3.9% | $2,726+4.1% |
| Participant deferral / active EE | $6,856 | $3,903+75.6% | $4,000+71.4% | $4,647+47.5% |
| Admin fee / account holder | $22 | $176-87.3% | $3,998-99.4% | $430-94.8% |