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 | $9,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,650 | $78,483+52.5% | $106,201+12.7% | $74,546+60.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 14.77% | 15.94%-1.2pp | 116.26%-101.5pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $5,881 | $2,522+133.2% | $3,170+85.5% | $2,624+124.1% |
| Participant deferral / active EE | $12,431 | $4,320+187.7% | $5,012+148.0% | $4,347+185.9% |
| Admin fee / account holder | $45 | $2,236-98.0% | $11,039-99.6% | $1,944-97.7% |