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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,849 | $50,815-17.6% | $155,509-73.1% | $77,643-46.1% |
| Participation rate | 97.3% | 63.1%+34.1pp | 78.2%+19.1pp | 70.6%+26.7pp |
| Annual return | 17.09% | 34.80%-17.7pp | 64.67%-47.6pp | 31.24%-14.1pp |
| Employer contribution / active EE | $3,497 | $1,993+75.5% | $4,672-25.2% | $2,726+28.3% |
| Participant deferral / active EE | $5,622 | $2,822+99.2% | $5,626-0.1% | $4,647+21.0% |
| Admin fee / account holder | $25 | $437-94.2% | $15,912-99.8% | $430-94.1% |