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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,837 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $10,761 | $42,810-74.9% | $169,463-93.6% | $55,725-80.7% |
| Participation rate | 83.3% | 64.7%+18.5pp | 77.8%+5.5pp | 70.9%+12.4pp |
| Annual return | -4.03% | -3.61%-0.4pp | 1.83%-5.9pp | 244.93%-249.0pp |
| Employer contribution / active EE | $2,160 | $1,402+54.1% | $4,159-48.1% | $2,078+3.9% |
| Participant deferral / active EE | $3,631 | $3,141+15.6% | $5,277-31.2% | $3,356+8.2% |
| Admin fee / account holder | $7 | $106-93.7% | $9,109-99.9% | $115-94.2% |