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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,094 | $62,624-39.2% | $177,989-78.6% | $77,643-50.9% |
| Participation rate | 94.1% | 66.8%+27.3pp | 77.1%+17.0pp | 70.6%+23.5pp |
| Annual return | 21.85% | 16.16%+5.7pp | 294.48%-272.6pp | 31.24%-9.4pp |
| Employer contribution / active EE | $4,020 | $1,909+110.6% | $3,949+1.8% | $2,726+47.5% |
| Participant deferral / active EE | $6,353 | $4,219+50.6% | $6,276+1.2% | $4,647+36.7% |
| Admin fee / account holder | $111 | $386-71.2% | $10,363-98.9% | $430-74.1% |