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 7-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 | $9,596 |
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 | $21,190 | $84,784-75.0% | $98,439-78.5% | $74,419-71.5% |
| Participation rate | 80.3% | 81.5%-1.3pp | 75.2%+5.1pp | 70.7%+9.5pp |
| Annual return | 23.15% | 20.59%+2.6pp | 21.16%+2.0pp | 34.38%-11.2pp |
| Employer contribution / active EE | $1,936 | $3,364-42.5% | $3,048-36.5% | $2,637-26.6% |
| Participant deferral / active EE | $2,747 | $5,218-47.4% | $4,738-42.0% | $4,528-39.3% |
| Admin fee / account holder | $36 | $204-82.6% | $8,948-99.6% | $348-89.8% |