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 | $947 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $19,059 | $81,900-76.7% | $119,609-84.1% | $68,494-72.2% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.1pp | 67.9%+13.5pp |
| Annual return | -18.92% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,270 | $2,693-15.7% | $4,232-46.4% | $2,596-12.6% |
| Participant deferral / active EE | $3,705 | $4,148-10.7% | $5,602-33.9% | $4,027-8.0% |
| Admin fee / account holder | $7 | $6,582-99.9% | $10,323-99.9% | $5,403-99.9% |