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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,461 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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 | $15,140 | $93,182-83.8% | $146,665-89.7% | $79,386-80.9% |
| Participation rate | 93.5% | 76.4%+17.0pp | 80.1%+13.4pp | 70.7%+22.8pp |
| Annual return | 13.09% | 21.61%-8.5pp | 22.74%-9.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,285 | $4,169-45.2% | $5,506-58.5% | $4,046-43.5% |
| Admin fee / account holder | $15 | $585-97.5% | $10,280-99.9% | $626-97.7% |