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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,092 | $58,926-45.5% | $97,226-67.0% | $74,495-56.9% |
| Participation rate | 78.6% | 63.5%+15.1pp | 72.7%+5.9pp | 67.2%+11.4pp |
| Annual return | 11.78% | 16.04%-4.3pp | 75.13%-63.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $517 | $1,894-72.7% | $2,729-81.1% | $2,623-80.3% |
| Participant deferral / active EE | $2,945 | $3,664-19.6% | $4,264-30.9% | $4,346-32.2% |
| Admin fee / account holder | $145 | $1,974-92.6% | $5,654-97.4% | $1,942-92.5% |