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: AUTOMATIC DATA PROCESSING Service code 64 · EIN 22-1467904 | Recordkeeping Fees | $120,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,325 | $88,982-47.9% | $102,438-54.8% | $77,671-40.4% |
| Participation rate | 84.0% | 80.9%+3.1pp | 76.5%+7.5pp | 70.6%+13.4pp |
| Annual return | 11.89% | 25.01%-13.1pp | 29.37%-17.5pp | 31.21%-19.3pp |
| Employer contribution / active EE | $1,246 | $2,698-53.8% | $3,024-58.8% | $2,726-54.3% |
| Participant deferral / active EE | $3,368 | $5,144-34.5% | $5,054-33.4% | $4,648-27.5% |
| Admin fee / account holder | $177 | $236-24.8% | $9,448-98.1% | $430-58.9% |