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 | $80,705-41.7% | $115,768-59.4% | $67,986-30.8% |
| Participation rate | 92.8% | 63.0%+29.8pp | 74.4%+18.4pp | 57.2%+35.6pp |
| Annual return | 16.97% | 18.49%-1.5pp | 100.46%-83.5pp | 31.67%-14.7pp |
| Employer contribution / active EE | $2,043 | $2,046-0.2% | $2,940-30.5% | $2,019+1.2% |
| Participant deferral / active EE | $3,970 | $3,559+11.6% | $4,917-19.2% | $3,358+18.2% |
| Admin fee / account holder | $123 | $4,135-97.0% | $12,439-99.0% | $3,203-96.2% |