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 7-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,410 | $132,049-42.9% | $200,582-62.4% | $74,304+1.5% |
| Participation rate | 95.7% | 84.1%+11.6pp | 86.9%+8.8pp | 60.3%+35.3pp |
| Annual return | 17.83% | 22.22%-4.4pp | 42.33%-24.5pp | 29.43%-11.6pp |
| Employer contribution / active EE | $2,822 | $4,558-38.1% | $6,419-56.0% | $2,241+25.9% |
| Participant deferral / active EE | $6,110 | $7,213-15.3% | $9,331-34.5% | $3,767+62.2% |
| Admin fee / account holder | $57 | $2,405-97.6% | $16,305-99.7% | $2,969-98.1% |