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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,407 | $49,915+3.0% | $154,803-66.8% | $74,304-30.8% |
| Participation rate | 97.5% | 54.0%+43.6pp | 78.1%+19.5pp | 60.3%+37.2pp |
| Annual return | 15.49% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-13.9pp |
| Employer contribution / active EE | $4,056 | $1,611+151.7% | $4,305-5.8% | $2,241+81.0% |
| Participant deferral / active EE | $6,168 | $2,255+173.5% | $5,540+11.3% | $3,767+63.7% |
| Admin fee / account holder | $37 | $2,189-98.3% | $14,329-99.7% | $2,969-98.8% |