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 3-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 | $10,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,288 | $64,705-3.7% | $62,929-1.0% | $67,986-8.4% |
| Participation rate | 88.3% | 65.6%+22.7pp | 73.1%+15.2pp | 57.2%+31.1pp |
| Annual return | 21.50% | 20.31%+1.2pp | 1063.93%-1042.4pp | 31.67%-10.2pp |
| Employer contribution / active EE | $5,535 | $2,376+133.0% | $2,505+121.0% | $2,019+174.2% |
| Participant deferral / active EE | $8,811 | $3,198+175.5% | $3,888+126.6% | $3,358+162.4% |
| Admin fee / account holder | $58 | $1,428-96.0% | $5,065-98.9% | $3,203-98.2% |