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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,599 |
ADP BROKER-DEALER10+ 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 | $53,688 | $59,417-9.6% | $93,606-42.6% | $74,495-27.9% |
| Participation rate | 91.9% | 59.7%+32.3pp | 68.7%+23.2pp | 67.2%+24.7pp |
| Annual return | 12.17% | 81.83%-69.7pp | 133.20%-121.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $585 | $1,264-53.7% | $2,420-75.8% | $2,623-77.7% |
| Participant deferral / active EE | $2,209 | $3,050-27.6% | $4,411-49.9% | $4,346-49.2% |
| Admin fee / account holder | $21 | $3,021-99.3% | $8,285-99.7% | $1,942-98.9% |