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 8-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 | $32,427 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,647 | $44,642-35.8% | $91,220-68.6% | $66,914-57.2% |
| Participation rate | 81.7% | 64.9%+16.8pp | 73.2%+8.5pp | 69.8%+11.9pp |
| Annual return | -15.00% | -12.29%-2.7pp | 114.01%-129.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $442 | $1,706-74.1% | $2,850-84.5% | $2,544-82.6% |
| Participant deferral / active EE | $2,911 | $3,349-13.1% | $4,234-31.2% | $4,237-31.3% |
| Admin fee / account holder | $152 | $521-70.8% | $5,420-97.2% | $593-74.3% |