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 7-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,653 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,496 | $72,254-32.9% | $86,677-44.0% | $64,808-25.2% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.6%+5.2pp | 71.5%+10.3pp |
| Annual return | -17.80% | 392.42%-410.2pp | 35.91%-53.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,401 | $2,393-41.5% | $2,836-50.6% | $2,506-44.1% |
| Participant deferral / active EE | $3,747 | $4,658-19.6% | $4,656-19.5% | $4,310-13.1% |
| Admin fee / account holder | $108 | $174-37.8% | $7,493-98.6% | $188-42.4% |