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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,063 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,026 | $79,013-44.3% | $100,391-56.1% | $74,495-40.9% |
| Participation rate | 88.5% | 79.5%+9.0pp | 81.5%+7.0pp | 67.2%+21.3pp |
| Annual return | 22.84% | 20.41%+2.4pp | 49.20%-26.4pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,810 | $7,760+39.3% | $8,082+33.8% | $4,346+148.8% |
| Admin fee / account holder | $17 | $1,320-98.7% | $7,899-99.8% | $1,942-99.1% |