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 8-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,705 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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 | $5,892 | $71,883-91.8% | $86,677-93.2% | $68,494-91.4% |
| Participation rate | 99.0% | 72.2%+26.7pp | 76.6%+22.4pp | 67.9%+31.1pp |
| Annual return | -18.00% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $660 | $2,173-69.6% | $2,836-76.7% | $2,596-74.6% |
| Participant deferral / active EE | $1,212 | $3,779-67.9% | $4,656-74.0% | $4,027-69.9% |
| Admin fee / account holder | $14 | $6,112-99.8% | $7,493-99.8% | $5,403-99.7% |