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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $129,964 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $102,202 |
ADP BROKER-DEALER6+ 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,918 | $176,491-76.8% | $95,952-57.4% | $90,288-54.7% |
| Participation rate | 93.1% | 86.6%+6.5pp | 77.1%+16.0pp | 73.4%+19.7pp |
| Annual return | 13.15% | 20.14%-7.0pp | 91.61%-78.5pp | 53.97%-40.8pp |
| Employer contribution / active EE | $476 | $2,789-82.9% | $2,541-81.3% | $2,524-81.1% |
| Participant deferral / active EE | $2,828 | $5,340-47.0% | $4,167-32.1% | $4,232-33.2% |
| Admin fee / account holder | $163 | $154+6.1% | $6,795-97.6% | $114+43.4% |