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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,064 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,047 | $84,556-44.4% | $116,228-59.5% | $74,304-36.7% |
| Participation rate | 92.8% | 66.0%+26.7pp | 74.6%+18.2pp | 60.3%+32.4pp |
| Annual return | 16.97% | 18.35%-1.4pp | 90.06%-73.1pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,043 | $2,168-5.8% | $2,994-31.8% | $2,241-8.9% |
| Participant deferral / active EE | $3,970 | $3,814+4.1% | $4,953-19.8% | $3,767+5.4% |
| Admin fee / account holder | $123 | $3,792-96.8% | $11,989-99.0% | $2,969-95.9% |