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 | $58,239 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $31,464 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,582 | $84,784-58.0% | $98,439-63.9% | $74,419-52.2% |
| Participation rate | 98.7% | 81.5%+17.2pp | 75.2%+23.6pp | 70.7%+28.0pp |
| Annual return | 18.03% | 20.59%-2.6pp | 21.16%-3.1pp | 34.38%-16.4pp |
| Employer contribution / active EE | $795 | $3,364-76.4% | $3,048-73.9% | $2,637-69.9% |
| Participant deferral / active EE | $4,487 | $5,218-14.0% | $4,738-5.3% | $4,528-0.9% |
| Admin fee / account holder | $171 | $204-16.5% | $8,948-98.1% | $348-50.9% |