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 7-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,468 | $95,274-58.6% | $135,903-71.0% | $74,419-47.0% |
| Participation rate | 86.7% | 78.2%+8.6pp | 81.9%+4.8pp | 70.7%+16.0pp |
| Annual return | 45.61% | 32.77%+12.8pp | 68.23%-22.6pp | 34.38%+11.2pp |
| Employer contribution / active EE | $4,241 | $3,874+9.5% | $4,856-12.7% | $2,637+60.8% |
| Participant deferral / active EE | $10,588 | $7,782+36.1% | $7,758+36.5% | $4,528+133.8% |
| Admin fee / account holder | $10 | $266-96.3% | $10,762-99.9% | $348-97.2% |