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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,844 |
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 | $29,077 | $92,055-68.4% | $106,213-72.6% | $77,643-62.6% |
| Participation rate | 85.2% | 81.0%+4.2pp | 75.3%+9.9pp | 70.6%+14.6pp |
| Annual return | 31.23% | 17.91%+13.3pp | 116.14%-84.9pp | 31.24%0pp |
| Employer contribution / active EE | $2,050 | $3,367-39.1% | $3,171-35.4% | $2,726-24.8% |
| Participant deferral / active EE | $3,210 | $5,386-40.4% | $5,016-36.0% | $4,647-30.9% |
| Admin fee / account holder | $52 | $219-76.5% | $11,033-99.5% | $430-88.0% |