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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,970 | $60,607-48.9% | $189,557-83.7% | $86,799-64.3% |
| Participation rate | 88.1% | 68.9%+19.2pp | 78.4%+9.7pp | 72.3%+15.9pp |
| Annual return | 28.77% | 65.18%-36.4pp | 64.17%-35.4pp | 97.91%-69.1pp |
| Employer contribution / active EE | $2,535 | $1,626+55.9% | $4,412-42.6% | $2,405+5.4% |
| Participant deferral / active EE | $5,357 | $3,895+37.5% | $6,174-13.2% | $4,131+29.7% |
| Admin fee / account holder | $117 | $159-26.1% | $9,807-98.8% | $170-30.8% |