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 5-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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,808 |
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 | $16,759 | $101,317-83.5% | $146,958-88.6% | $74,495-77.5% |
| Participation rate | 81.4% | 75.5%+5.9pp | 82.2%-0.8pp | 67.2%+14.2pp |
| Annual return | 15.50% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,673 | $3,810-3.6% | $4,933-25.5% | $2,623+40.0% |
| Participant deferral / active EE | $4,240 | $7,303-41.9% | $8,070-47.5% | $4,346-2.4% |
| Admin fee / account holder | $64 | $1,739-96.3% | $12,998-99.5% | $1,942-96.7% |