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 9-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 | $19,812 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $12,365 | $62,688-80.3% | $178,014-93.1% | $77,671-84.1% |
| Participation rate | 90.0% | 66.9%+23.1pp | 77.1%+12.9pp | 70.6%+19.4pp |
| Annual return | 14.77% | 16.16%-1.4pp | 294.80%-280.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,712 | $1,912-10.5% | $3,950-56.7% | $2,726-37.2% |
| Participant deferral / active EE | $4,440 | $4,224+5.1% | $6,276-29.3% | $4,648-4.5% |
| Admin fee / account holder | $30 | $386-92.3% | $10,362-99.7% | $430-93.1% |