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 3-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 | $162,890 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,776 | $122,693-67.6% | $184,203-78.4% | $199,593-80.1% |
| Participation rate | 96.8% | 86.8%+10.0pp | 86.8%+9.9pp | 72.0%+24.8pp |
| Annual return | 14.27% | 143.91%-129.6pp | 28.81%-14.5pp | 34.25%-20.0pp |
| Employer contribution / active EE | $2,816 | $4,584-38.6% | $6,427-56.2% | $3,034-7.2% |
| Participant deferral / active EE | $5,498 | $7,990-31.2% | $9,131-39.8% | $5,087+8.1% |
| Admin fee / account holder | $135 | $121+12.3% | $13,901-99.0% | $269-49.6% |