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 | $13,712 |
Annual investment return 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 | $11,320 | $60,261-81.2% | $81,783-86.2% | $74,546-84.8% |
| Participation rate | 81.7% | 62.9%+18.8pp | 72.4%+9.3pp | 67.2%+14.5pp |
| Annual return | 7.16% | 16.88%-9.7pp | 775.05%-767.9pp | 1366.03%-1358.9pp |
| Employer contribution / active EE | $760 | $2,622-71.0% | $2,913-73.9% | $2,624-71.0% |
| Participant deferral / active EE | $1,238 | $3,388-63.4% | $4,320-71.3% | $4,347-71.5% |
| Admin fee / account holder | $104 | $1,482-93.0% | $7,380-98.6% | $1,944-94.7% |