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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,093 | $55,415-25.8% | $155,509-73.6% | $74,495-44.8% |
| Participation rate | 93.0% | 61.9%+31.1pp | 78.2%+14.9pp | 67.2%+25.8pp |
| Annual return | 17.23% | 268.50%-251.3pp | 64.67%-47.4pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,884 | $2,267-16.9% | $4,672-59.7% | $2,623-28.2% |
| Participant deferral / active EE | $5,160 | $2,836+81.9% | $5,626-8.3% | $4,346+18.7% |
| Admin fee / account holder | $33 | $1,738-98.1% | $15,912-99.8% | $1,942-98.3% |