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 9-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 | $5,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,126 | $88,634+15.2% | $101,326+0.8% | $74,304+37.4% |
| Participation rate | 80.8% | 76.9%+4.0pp | 81.5%-0.7pp | 60.3%+20.5pp |
| Annual return | 24.34% | 33.10%-8.8pp | 36.82%-12.5pp | 29.43%-5.1pp |
| Employer contribution / active EE | $4,067 | $2,930+38.8% | $3,665+11.0% | $2,241+81.5% |
| Participant deferral / active EE | $8,886 | $7,322+21.4% | $7,994+11.2% | $3,767+135.9% |
| Admin fee / account holder | $58 | $2,425-97.6% | $11,185-99.5% | $2,969-98.0% |