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 | $16,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,284 | $79,171+31.7% | $102,423+1.8% | $74,495+40.0% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 13.98% | 54.93%-41.0pp | 29.32%-15.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $3,634 | $2,362+53.8% | $3,023+20.2% | $2,623+38.6% |
| Participant deferral / active EE | $8,155 | $4,415+84.7% | $5,053+61.4% | $4,346+87.7% |
| Admin fee / account holder | $122 | $2,001-93.9% | $9,451-98.7% | $1,942-93.7% |