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 3-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 | $51,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,748 | $34,934-60.6% | $56,411-75.6% | $74,495-81.5% |
| Participation rate | 96.0% | 32.8%+63.1pp | 52.5%+43.5pp | 67.2%+28.8pp |
| Annual return | 23.03% | 25.94%-2.9pp | 1701.33%-1678.3pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $3,553 | $609+483.4% | $1,039+242.1% | $2,623+35.5% |
| Participant deferral / active EE | $4,039 | $1,170+245.1% | $1,952+106.9% | $4,346-7.1% |
| Admin fee / account holder | $297 | $2,364-87.4% | $2,829-89.5% | $1,942-84.7% |