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 | $40,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,187 | $91,407+3.0% | $135,903-30.7% | $71,457+31.8% |
| Participation rate | 91.7% | 75.7%+16.1pp | 81.9%+9.8pp | 67.9%+23.8pp |
| Annual return | 18.42% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $4,798 | $3,703+29.6% | $4,856-1.2% | $2,588+85.4% |
| Participant deferral / active EE | $17,111 | $7,092+141.3% | $7,758+120.6% | $4,289+299.0% |
| Admin fee / account holder | $226 | $1,266-82.2% | $10,762-97.9% | $1,587-85.8% |