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 4-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 | $11,213 |
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 | $1,331 | $46,292-97.1% | $143,757-99.1% | $64,808-97.9% |
| Participation rate | 80.1% | 64.2%+15.9pp | 80.3%-0.2pp | 71.5%+8.7pp |
| Annual return | -28.74% | -10.05%-18.7pp | -0.04%-28.7pp | 32.82%-61.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,206 | $2,646-54.4% | $5,637-78.6% | $4,310-72.0% |
| Admin fee / account holder | $26 | $154-83.0% | $14,673-99.8% | $188-86.1% |