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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,005 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,780 | $79,171-54.8% | $102,423-65.1% | $74,495-52.0% |
| Participation rate | 85.6% | 74.8%+10.8pp | 76.5%+9.1pp | 67.2%+18.4pp |
| Annual return | 11.59% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $324 | $2,362-86.3% | $3,023-89.3% | $2,623-87.6% |
| Participant deferral / active EE | $2,668 | $4,415-39.6% | $5,053-47.2% | $4,346-38.6% |
| Admin fee / account holder | $108 | $2,001-94.6% | $9,451-98.9% | $1,942-94.4% |