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 10-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,262 | $67,984-42.2% | $65,493-40.1% | $74,304-47.2% |
| Participation rate | 94.6% | 66.3%+28.2pp | 73.1%+21.5pp | 60.3%+34.2pp |
| Annual return | 19.23% | 19.87%-0.6pp | 982.45%-963.2pp | 29.43%-10.2pp |
| Employer contribution / active EE | $3,180 | $2,491+27.6% | $2,574+23.5% | $2,241+41.9% |
| Participant deferral / active EE | $5,698 | $3,346+70.3% | $3,961+43.9% | $3,767+51.2% |
| Admin fee / account holder | $130 | $1,373-90.5% | $5,028-97.4% | $2,969-95.6% |