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 | $2,176 |
ADP BROKER-DEALER8+ 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 | $44,631 | $49,451-9.7% | $79,550-43.9% | $66,914-33.3% |
| Participation rate | 92.9% | 61.3%+31.5pp | 69.5%+23.4pp | 69.8%+23.1pp |
| Annual return | -9.29% | 84.25%-93.5pp | 0.16%-9.5pp | 1.58%-10.9pp |
| Employer contribution / active EE | $597 | $1,266-52.8% | $2,413-75.3% | $2,544-76.5% |
| Participant deferral / active EE | $2,086 | $3,159-33.9% | $3,985-47.6% | $4,237-50.8% |
| Admin fee / account holder | $15 | $595-97.6% | $6,832-99.8% | $593-97.6% |