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 | $67,984-8.4% | $65,493-4.9% | $74,304-16.2% |
| Participation rate | 88.3% | 66.3%+22.0pp | 73.1%+15.2pp | 60.3%+28.0pp |
| Annual return | 21.50% | 19.87%+1.6pp | 982.45%-960.9pp | 29.43%-7.9pp |
| Employer contribution / active EE | $5,535 | $2,491+122.2% | $2,574+115.0% | $2,241+147.0% |
| Participant deferral / active EE | $8,811 | $3,346+163.3% | $3,961+122.4% | $3,767+133.9% |
| Admin fee / account holder | $58 | $1,373-95.8% | $5,028-98.9% | $2,969-98.1% |