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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,333 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,375 | $56,423-44.4% | $77,163-59.3% | $71,457-56.1% |
| Participation rate | 90.2% | 64.3%+25.9pp | 69.6%+20.6pp | 67.9%+22.3pp |
| Annual return | 11.36% | 19.05%-7.7pp | 37.87%-26.5pp | 28.85%-17.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,935 | $3,142-38.4% | $3,833-49.5% | $4,289-54.9% |
| Admin fee / account holder | $133 | $1,429-90.7% | $5,472-97.6% | $1,587-91.6% |