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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,497 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,165 | $88,890-22.2% | $102,423-32.5% | $77,643-10.9% |
| Participation rate | 82.6% | 80.9%+1.7pp | 76.5%+6.1pp | 70.6%+12.0pp |
| Annual return | 15.24% | 24.98%-9.7pp | 29.32%-14.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,579 | $2,698-41.5% | $3,023-47.8% | $2,726-42.1% |
| Participant deferral / active EE | $4,256 | $5,145-17.3% | $5,053-15.8% | $4,647-8.4% |
| Admin fee / account holder | $94 | $235-60.2% | $9,451-99.0% | $430-78.2% |