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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,980 | $101,317+11.5% | $146,958-23.1% | $74,495+51.7% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.2%+5.3pp | 67.2%+20.3pp |
| Annual return | 22.39% | 8730.91%-8708.5pp | 418.34%-396.0pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $7,987 | $3,810+109.6% | $4,933+61.9% | $2,623+204.5% |
| Participant deferral / active EE | $18,063 | $7,303+147.3% | $8,070+123.8% | $4,346+315.6% |
| Admin fee / account holder | $14 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |