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 | $59,786 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,921 | $65,908-57.6% | $81,812-65.9% | $77,643-64.0% |
| Participation rate | 92.1% | 65.8%+26.3pp | 72.3%+19.8pp | 70.6%+21.6pp |
| Annual return | 11.82% | 26.64%-14.8pp | 773.79%-762.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $392 | $2,370-83.5% | $2,912-86.6% | $2,726-85.6% |
| Participant deferral / active EE | $2,587 | $3,505-26.2% | $4,319-40.1% | $4,647-44.3% |
| Admin fee / account holder | $145 | $526-72.5% | $7,386-98.0% | $430-66.4% |