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 3-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-DEALER2+ years Filed as: ADP INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,937 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,501 | $76,670-82.4% | $96,683-86.0% | $71,457-81.1% |
| Participation rate | 95.2% | 66.6%+28.7pp | 74.3%+20.9pp | 67.9%+27.3pp |
| Annual return | 38.62% | 48.29%-9.7pp | 35.69%+2.9pp | 28.85%+9.8pp |
| Employer contribution / active EE | $3,019 | $3,031-0.4% | $3,737-19.2% | $2,588+16.7% |
| Participant deferral / active EE | $4,900 | $3,771+29.9% | $4,878+0.4% | $4,289+14.2% |
| Admin fee / account holder | $10 | $2,028-99.5% | $6,730-99.9% | $1,587-99.4% |