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 4-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 | $3,795 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,865 | $84,487-65.8% | $125,339-77.0% | $66,914-56.9% |
| Participation rate | 79.1% | 76.4%+2.7pp | 82.4%-3.3pp | 69.8%+9.3pp |
| Annual return | -16.82% | -8.39%-8.4pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,167 | $3,553-39.0% | $4,814-55.0% | $2,544-14.8% |
| Participant deferral / active EE | $3,921 | $6,781-42.2% | $7,446-47.3% | $4,237-7.5% |
| Admin fee / account holder | $24 | $685-96.4% | $10,010-99.8% | $593-95.9% |