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-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,956 |
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 | $20,524 | $102,197-79.9% | $142,449-85.6% | $74,419-72.4% |
| Participation rate | 82.2% | 79.8%+2.4pp | 76.8%+5.4pp | 70.7%+11.5pp |
| Annual return | 18.05% | 19.73%-1.7pp | 19.99%-1.9pp | 34.38%-16.3pp |
| Employer contribution / active EE | $0 | $5,052-100.0% | $4,847-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,983 | $6,304-5.1% | $6,283-4.8% | $4,528+32.1% |
| Admin fee / account holder | $48 | $186-74.1% | $10,011-99.5% | $348-86.2% |