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 6-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,851 | $62,327-26.4% | $120,354-61.9% | $74,495-38.5% |
| Participation rate | 81.6% | 56.8%+24.8pp | 71.9%+9.6pp | 67.2%+14.4pp |
| Annual return | 12.65% | 18.61%-6.0pp | 107.15%-94.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,284 | $1,843+78.2% | $3,463-5.1% | $2,623+25.2% |
| Participant deferral / active EE | $4,964 | $2,893+71.6% | $4,991-0.5% | $4,346+14.2% |
| Admin fee / account holder | $23 | $2,396-99.0% | $9,423-99.8% | $1,942-98.8% |