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 | $2,262 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $50,809 | $59,263-14.3% | $96,562-47.4% | $79,386-36.0% |
| Participation rate | 95.8% | 61.9%+33.9pp | 69.8%+25.9pp | 70.7%+25.1pp |
| Annual return | 15.74% | 27.07%-11.3pp | 37.78%-22.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $578 | $1,216-52.5% | $2,356-75.5% | $2,427-76.2% |
| Participant deferral / active EE | $1,949 | $2,948-33.9% | $3,849-49.4% | $4,046-51.8% |
| Admin fee / account holder | $15 | $658-97.6% | $6,181-99.7% | $626-97.5% |