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 | $25,743 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,740 | $79,013+12.3% | $100,391-11.6% | $74,495+19.1% |
| Participation rate | 98.8% | 79.5%+19.3pp | 81.5%+17.3pp | 67.2%+31.6pp |
| Annual return | 12.11% | 20.41%-8.3pp | 49.20%-37.1pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $4,268 | $3,021+41.3% | $3,942+8.3% | $2,623+62.7% |
| Participant deferral / active EE | $5,682 | $7,760-26.8% | $8,082-29.7% | $4,346+30.7% |
| Admin fee / account holder | $116 | $1,320-91.2% | $7,899-98.5% | $1,942-94.0% |