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 | $1,215 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,583 | $110,094+159.4% | $151,611+88.4% | $68,494+316.9% |
| Participation rate | 94.8% | 84.0%+10.9pp | 87.5%+7.3pp | 67.9%+27.0pp |
| Annual return | -18.68% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $7,910 | $4,471+76.9% | $6,166+28.3% | $2,596+204.7% |
| Participant deferral / active EE | $14,412 | $6,527+120.8% | $8,363+72.3% | $4,027+257.9% |
| Admin fee / account holder | $10 | $7,719-99.9% | $11,616-99.9% | $5,403-99.8% |