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 | $1,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,918 | $58,926+1.7% | $97,226-38.4% | $74,495-19.6% |
| Participation rate | 98.8% | 63.5%+35.3pp | 72.7%+26.1pp | 67.2%+31.6pp |
| Annual return | 16.41% | 16.04%+0.4pp | 75.13%-58.7pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $6,735 | $1,894+255.6% | $2,729+146.8% | $2,623+156.8% |
| Participant deferral / active EE | $8,023 | $3,664+119.0% | $4,264+88.2% | $4,346+84.6% |
| Admin fee / account holder | $6 | $1,974-99.7% | $5,654-99.9% | $1,942-99.7% |