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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,164 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,216 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $15,499 | $50,199-69.1% | $70,092-77.9% | $66,914-76.8% |
| Participation rate | 85.9% | 66.3%+19.5pp | 70.5%+15.4pp | 69.8%+16.1pp |
| Annual return | -16.24% | -13.85%-2.4pp | 190.73%-207.0pp | 1.58%-17.8pp |
| Employer contribution / active EE | $643 | $1,864-65.5% | $2,559-74.9% | $2,544-74.7% |
| Participant deferral / active EE | $1,771 | $3,112-43.1% | $3,849-54.0% | $4,237-58.2% |
| Admin fee / account holder | $105 | $600-82.5% | $6,267-98.3% | $593-82.3% |