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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,490 | $101,499-37.4% | $147,005-56.8% | $74,546-14.8% |
| Participation rate | 76.0% | 75.5%+0.5pp | 82.2%-6.2pp | 67.2%+8.8pp |
| Annual return | 27.23% | 8732.34%-8705.1pp | 418.76%-391.5pp | 1366.03%-1338.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,632 | $7,304+72.9% | $8,070+56.5% | $4,347+190.6% |
| Admin fee / account holder | $26 | $1,748-98.5% | $13,006-99.8% | $1,944-98.7% |