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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,877 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $38,818 |
ADP BROKER-DEALER3+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,342 | $92,055-56.2% | $106,213-62.0% | $77,643-48.0% |
| Participation rate | 97.6% | 81.0%+16.6pp | 75.3%+22.3pp | 70.6%+27.0pp |
| Annual return | 16.51% | 17.91%-1.4pp | 116.14%-99.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $895 | $3,367-73.4% | $3,171-71.8% | $2,726-67.2% |
| Participant deferral / active EE | $5,281 | $5,386-1.9% | $5,016+5.3% | $4,647+13.6% |
| Admin fee / account holder | $172 | $219-21.5% | $11,033-98.4% | $430-60.0% |