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 | $2,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,122 | $27,641-63.4% | $61,373-83.5% | $68,494-85.2% |
| Participation rate | 93.5% | 39.5%+54.0pp | 52.6%+40.9pp | 67.9%+25.6pp |
| Annual return | -15.07% | -13.24%-1.8pp | 338.61%-353.7pp | -7.84%-7.2pp |
| Employer contribution / active EE | $334 | $695-51.9% | $1,159-71.1% | $2,596-87.1% |
| Participant deferral / active EE | $1,663 | $1,263+31.7% | $2,125-21.7% | $4,027-58.7% |
| Admin fee / account holder | $25 | $2,010-98.7% | $2,130-98.8% | $5,403-99.5% |