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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,903 |
ADP BROKER-DEALER2+ 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 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 | $15,508 | $72,482-78.6% | $129,110-88.0% | $64,808-76.1% |
| Participation rate | 84.0% | 79.2%+4.8pp | 77.3%+6.8pp | 71.5%+12.6pp |
| Annual return | -17.56% | -9.08%-8.5pp | -10.94%-6.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $0 | $4,247-100.0% | $5,052-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,078 | $5,679-28.2% | $6,542-37.7% | $4,310-5.4% |
| Admin fee / account holder | $22 | $144-85.1% | $14,302-99.8% | $188-88.5% |