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 10-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,918 | $61,272-47.9% | $149,673-78.7% | $71,457-55.3% |
| Participation rate | 92.2% | 62.5%+29.7pp | 78.8%+13.4pp | 67.9%+24.3pp |
| Annual return | 20.84% | 35.85%-15.0pp | 134.42%-113.6pp | 28.85%-8.0pp |
| Employer contribution / active EE | $1,918 | $2,378-19.4% | $4,818-60.2% | $2,588-25.9% |
| Participant deferral / active EE | $4,706 | $2,917+61.3% | $5,680-17.1% | $4,289+9.7% |
| Admin fee / account holder | $28 | $1,261-97.8% | $13,210-99.8% | $1,587-98.3% |