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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,920 |
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 | $164,384 | $86,655+89.7% | $119,609+37.4% | $66,914+145.7% |
| Participation rate | 85.6% | 75.6%+10.0pp | 79.3%+6.3pp | 69.8%+15.8pp |
| Annual return | -19.11% | -8.00%-11.1pp | -14.97%-4.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $4,759 | $2,536+87.7% | $4,232+12.4% | $2,544+87.0% |
| Participant deferral / active EE | $10,510 | $4,358+141.2% | $5,602+87.6% | $4,237+148.0% |
| Admin fee / account holder | $61 | $755-91.9% | $10,323-99.4% | $593-89.7% |