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 | $4,835 |
ADP BROKER-DEALER8+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,349 | $47,898-90.9% | $117,472-96.3% | $64,808-93.3% |
| Participation rate | 70.2% | 61.9%+8.4pp | 70.6%-0.4pp | 71.5%-1.2pp |
| Annual return | -5.66% | -15.54%+9.9pp | 29.74%-35.4pp | 32.82%-38.5pp |
| Employer contribution / active EE | $386 | $1,774-78.2% | $4,176-90.8% | $2,506-84.6% |
| Participant deferral / active EE | $1,503 | $3,151-52.3% | $4,070-63.1% | $4,310-65.1% |
| Admin fee / account holder | $9 | $132-93.3% | $5,645-99.8% | $188-95.3% |