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 3-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 | $93,019 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $69,365 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,291 | $50,815-24.6% | $155,509-75.4% | $77,643-50.7% |
| Participation rate | 71.2% | 63.1%+8.1pp | 78.2%-7.0pp | 70.6%+0.6pp |
| Annual return | 38.11% | 34.80%+3.3pp | 64.67%-26.6pp | 31.24%+6.9pp |
| Employer contribution / active EE | $2,021 | $1,993+1.4% | $4,672-56.8% | $2,726-25.9% |
| Participant deferral / active EE | $4,513 | $2,822+59.9% | $5,626-19.8% | $4,647-2.9% |
| Admin fee / account holder | $241 | $437-44.8% | $15,912-98.5% | $430-44.0% |