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 8-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $81,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,047 | $53,136-66.0% | $155,509-88.4% | $199,593-91.0% |
| Participation rate | 80.8% | 64.1%+16.7pp | 78.2%+2.6pp | 72.0%+8.8pp |
| Annual return | 21.42% | 41.15%-19.7pp | 64.67%-43.2pp | 34.25%-12.8pp |
| Employer contribution / active EE | $478 | $1,851-74.1% | $4,672-89.8% | $3,034-84.2% |
| Participant deferral / active EE | $4,213 | $3,161+33.3% | $5,626-25.1% | $5,087-17.2% |
| Admin fee / account holder | $52 | $185-72.2% | $15,912-99.7% | $269-80.8% |