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 | $25,092 |
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 | $82,878 | $109,413-24.3% | $156,263-47.0% | $84,808-2.3% |
| Participation rate | 97.2% | 72.7%+24.5pp | 78.9%+18.3pp | 68.3%+28.9pp |
| Annual return | 4.66% | 20.18%-15.5pp | 59.47%-54.8pp | 40.90%-36.2pp |
| Employer contribution / active EE | $2,917 | $2,907+0.4% | $4,333-32.7% | $2,631+10.9% |
| Participant deferral / active EE | $7,191 | $4,590+56.7% | $6,158+16.8% | $4,212+70.7% |
| Admin fee / account holder | $137 | $9,357-98.5% | $14,255-99.0% | $7,344-98.1% |