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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,628 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $28,475 | $86,897-67.2% | $151,611-81.2% | $64,808-56.1% |
| Participation rate | 82.4% | 87.3%-4.8pp | 87.5%-5.1pp | 71.5%+11.0pp |
| Annual return | 0.14% | -3.57%+3.7pp | 3.33%-3.2pp | 32.82%-32.7pp |
| Employer contribution / active EE | $2,107 | $4,010-47.5% | $6,166-65.8% | $2,506-15.9% |
| Participant deferral / active EE | $9,395 | $6,690+40.4% | $8,363+12.3% | $4,310+118.0% |
| Admin fee / account holder | $14 | $153-91.2% | $11,616-99.9% | $188-92.8% |