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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,621 | $56,503+2.0% | $70,092-17.8% | $64,808-11.1% |
| Participation rate | 95.0% | 70.5%+24.5pp | 70.5%+24.5pp | 71.5%+23.5pp |
| Annual return | -9.59% | -13.44%+3.9pp | 190.73%-200.3pp | 32.82%-42.4pp |
| Employer contribution / active EE | $5,323 | $2,046+160.1% | $2,559+108.0% | $2,506+112.4% |
| Participant deferral / active EE | $4,187 | $3,389+23.6% | $3,849+8.8% | $4,310-2.9% |
| Admin fee / account holder | $53 | $160-66.8% | $6,267-99.2% | $188-71.7% |