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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,899 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $20,015 | $98,727-79.7% | $113,168-82.3% | $85,563-76.6% |
| Participation rate | 89.2% | 80.8%+8.4pp | 76.6%+12.6pp | 66.0%+23.2pp |
| Annual return | 17.11% | 17.43%-0.3pp | 24.27%-7.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $980 | $2,907-66.3% | $2,975-67.1% | $2,654-63.1% |
| Participant deferral / active EE | $2,972 | $5,424-45.2% | $5,107-41.8% | $4,375-32.1% |
| Admin fee / account holder | $44 | $357-87.5% | $12,068-99.6% | $834-94.7% |