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 8-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,135 | $78,976-2.3% | $100,383-23.2% | $74,546+3.5% |
| Participation rate | 81.2% | 79.5%+1.7pp | 81.5%-0.3pp | 67.2%+14.0pp |
| Annual return | 17.76% | 20.62%-2.9pp | 49.26%-31.5pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $4,892 | $3,019+62.0% | $3,944+24.0% | $2,624+86.4% |
| Participant deferral / active EE | $10,459 | $7,758+34.8% | $8,086+29.3% | $4,347+140.6% |
| Admin fee / account holder | $47 | $1,330-96.4% | $7,900-99.4% | $1,944-97.6% |