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 | $4,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,536 | $88,634-32.8% | $101,326-41.2% | $74,304-19.9% |
| Participation rate | 86.9% | 76.9%+10.0pp | 81.5%+5.4pp | 60.3%+26.5pp |
| Annual return | 22.03% | 33.10%-11.1pp | 36.82%-14.8pp | 29.43%-7.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $14,143 | $7,322+93.2% | $7,994+76.9% | $3,767+275.4% |
| Admin fee / account holder | $27 | $2,425-98.9% | $11,185-99.8% | $2,969-99.1% |