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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,565 | $79,013-14.5% | $100,391-32.7% | $74,495-9.3% |
| Participation rate | 96.8% | 79.5%+17.3pp | 81.5%+15.3pp | 67.2%+29.6pp |
| Annual return | 16.99% | 20.41%-3.4pp | 49.20%-32.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $5,858 | $3,021+93.9% | $3,942+48.6% | $2,623+123.3% |
| Participant deferral / active EE | $15,873 | $7,760+104.5% | $8,082+96.4% | $4,346+265.2% |
| Admin fee / account holder | $14 | $1,320-98.9% | $7,899-99.8% | $1,942-99.3% |