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 | $27,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,356 | $122,239-23.6% | $184,203-49.3% | $74,495+25.3% |
| Participation rate | 73.9% | 85.5%-11.6pp | 86.8%-12.9pp | 67.2%+6.7pp |
| Annual return | 14.96% | 19.95%-5.0pp | 28.81%-13.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,917 | $4,537-35.7% | $6,427-54.6% | $2,623+11.2% |
| Participant deferral / active EE | $4,632 | $7,139-35.1% | $9,131-49.3% | $4,346+6.6% |
| Admin fee / account holder | $166 | $1,260-86.8% | $13,901-98.8% | $1,942-91.5% |