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 | $43,810 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,376 | $101,499-28.7% | $147,005-50.8% | $74,546-2.9% |
| Participation rate | 87.6% | 75.5%+12.1pp | 82.2%+5.4pp | 67.2%+20.4pp |
| Annual return | 16.50% | 8732.34%-8715.8pp | 418.76%-402.3pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $1,508 | $3,811-60.4% | $4,934-69.4% | $2,624-42.5% |
| Participant deferral / active EE | $8,094 | $7,304+10.8% | $8,070+0.3% | $4,347+86.2% |
| Admin fee / account holder | $243 | $1,748-86.1% | $13,006-98.1% | $1,944-87.5% |