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 | $10,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,507 | $36,806+75.3% | $69,647-7.4% | $77,643-16.9% |
| Participation rate | 97.0% | 64.4%+32.7pp | 66.5%+30.6pp | 70.6%+26.5pp |
| Annual return | 13.12% | 38.81%-25.7pp | 100.48%-87.4pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,993 | $1,257+138.1% | $1,712+74.8% | $2,726+9.8% |
| Participant deferral / active EE | $4,051 | $2,738+47.9% | $2,886+40.4% | $4,647-12.8% |
| Admin fee / account holder | $10 | $507-98.1% | $4,713-99.8% | $430-97.8% |