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 | $3,789 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $13,007 | $86,655-85.0% | $119,609-89.1% | $66,914-80.6% |
| Participation rate | 92.2% | 75.6%+16.6pp | 79.3%+12.9pp | 69.8%+22.4pp |
| Annual return | -14.58% | -8.00%-6.6pp | -14.97%+0.4pp | 1.58%-16.2pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,487 | $4,358-42.9% | $5,602-55.6% | $4,237-41.3% |
| Admin fee / account holder | $7 | $755-99.0% | $10,323-99.9% | $593-98.8% |