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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,882 | $26,114-27.7% | $58,482-67.7% | $74,419-74.6% |
| Participation rate | 86.4% | 32.1%+54.3pp | 50.9%+35.6pp | 70.7%+15.7pp |
| Annual return | 55.51% | 32.51%+23.0pp | 4239.32%-4183.8pp | 34.38%+21.1pp |
| Employer contribution / active EE | $1,968 | $536+267.5% | $1,053+86.8% | $2,637-25.4% |
| Participant deferral / active EE | $6,818 | $1,075+534.5% | $1,924+254.4% | $4,528+50.6% |
| Admin fee / account holder | $87 | $649-86.7% | $2,516-96.6% | $348-75.1% |