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 5-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-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,418 |
ADP BROKER-DEALER1+ 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 | $22,378 | $92,303-75.8% | $152,466-85.3% | $86,799-74.2% |
| Participation rate | 81.8% | 81.1%+0.8pp | 78.2%+3.6pp | 72.3%+9.5pp |
| Annual return | 14.23% | 531.69%-517.5pp | 757.33%-743.1pp | 97.91%-83.7pp |
| Employer contribution / active EE | $0 | $3,748-100.0% | $4,327-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,335 | $5,599-22.6% | $5,820-25.5% | $4,131+4.9% |
| Admin fee / account holder | $25 | $150-83.3% | $15,805-99.8% | $170-85.2% |