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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,048 | $88,087+52.2% | $164,866-18.7% | $74,546+79.8% |
| Participation rate | 80.5% | 73.1%+7.4pp | 78.6%+1.9pp | 67.2%+13.3pp |
| Annual return | 13.82% | 17.27%-3.5pp | 69.97%-56.2pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $3,642 | $2,595+40.3% | $4,343-16.1% | $2,624+38.8% |
| Participant deferral / active EE | $7,507 | $4,499+66.8% | $6,033+24.4% | $4,347+72.7% |
| Admin fee / account holder | $274 | $2,232-87.7% | $12,689-97.8% | $1,944-85.9% |