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 | $5,541 |
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 | $35,743 | $91,760-61.0% | $156,181-77.1% | $67,986-47.4% |
| Participation rate | 90.1% | 65.0%+25.1pp | 78.8%+11.3pp | 57.2%+32.9pp |
| Annual return | 14.03% | 18.14%-4.1pp | 64.87%-50.8pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,063 | $2,419-56.1% | $4,294-75.3% | $2,019-47.4% |
| Participant deferral / active EE | $2,683 | $3,960-32.3% | $6,132-56.2% | $3,358-20.1% |
| Admin fee / account holder | $20 | $3,949-99.5% | $14,586-99.9% | $3,203-99.4% |