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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,396 | $64,612-46.8% | $86,436-60.2% | $64,808-46.9% |
| Participation rate | 96.1% | 81.5%+14.7pp | 80.3%+15.8pp | 71.5%+24.7pp |
| Annual return | -9.02% | 0.66%-9.7pp | 4394.89%-4403.9pp | 32.82%-41.8pp |
| Employer contribution / active EE | $4,789 | $2,744+74.5% | $3,769+27.1% | $2,506+91.1% |
| Participant deferral / active EE | $12,178 | $7,497+62.4% | $6,952+75.2% | $4,310+182.5% |
| Admin fee / account holder | $6 | $169-96.7% | $6,731-99.9% | $188-97.0% |