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 | $82,275 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,204 | $65,908-86.0% | $81,812-88.7% | $77,643-88.1% |
| Participation rate | 90.8% | 65.8%+25.0pp | 72.3%+18.5pp | 70.6%+20.3pp |
| Annual return | 12.59% | 26.64%-14.1pp | 773.79%-761.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $883 | $2,370-62.8% | $2,912-69.7% | $2,726-67.6% |
| Participant deferral / active EE | $1,639 | $3,505-53.2% | $4,319-62.1% | $4,647-64.7% |
| Admin fee / account holder | $80 | $526-84.8% | $7,386-98.9% | $430-81.4% |