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 10-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 | $4,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,156 | $65,061-79.8% | $143,757-90.8% | $66,914-80.3% |
| Participation rate | 90.9% | 65.2%+25.7pp | 80.3%+10.6pp | 69.8%+21.1pp |
| Annual return | -17.47% | -11.14%-6.3pp | -0.04%-17.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,090 | $2,361-53.8% | $4,951-78.0% | $2,544-57.2% |
| Participant deferral / active EE | $3,725 | $2,919+27.6% | $5,637-33.9% | $4,237-12.1% |
| Admin fee / account holder | $19 | $502-96.3% | $14,673-99.9% | $593-96.9% |