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 5-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,185 | $68,346-32.4% | $94,646-51.2% | $75,163-38.6% |
| Participation rate | 96.4% | 76.1%+20.3pp | 80.8%+15.6pp | 67.2%+29.2pp |
| Annual return | 19.70% | 616.93%-597.2pp | 156.71%-137.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,257 | $2,701+20.6% | $3,672-11.3% | $2,670+22.0% |
| Participant deferral / active EE | $21,077 | $6,537+222.4% | $7,418+184.1% | $4,125+410.9% |
| Admin fee / account holder | $20 | $5,326-99.6% | $7,231-99.7% | $5,651-99.7% |