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 8-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,898 | $80,705+0.2% | $115,768-30.1% | $67,986+19.0% |
| Participation rate | 93.2% | 63.0%+30.3pp | 74.4%+18.8pp | 57.2%+36.0pp |
| Annual return | 21.92% | 18.49%+3.4pp | 100.46%-78.5pp | 31.67%-9.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $14,809 | $3,559+316.1% | $4,917+201.2% | $3,358+341.0% |
| Admin fee / account holder | $9 | $4,135-99.8% | $12,439-99.9% | $3,203-99.7% |