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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,584 |
ADP BROKER-DEALER9+ 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 | $47,206 | $54,701-13.7% | $86,188-45.2% | $71,457-33.9% |
| Participation rate | 91.2% | 60.1%+31.0pp | 69.0%+22.2pp | 67.9%+23.2pp |
| Annual return | 13.98% | 20.06%-6.1pp | 1168.45%-1154.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $651 | $1,265-48.5% | $2,380-72.6% | $2,588-74.8% |
| Participant deferral / active EE | $2,274 | $3,108-26.9% | $3,985-43.0% | $4,289-47.0% |
| Admin fee / account holder | $15 | $1,922-99.2% | $6,852-99.8% | $1,587-99.0% |