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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,990 |
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 | $20,209 | $185,342-89.1% | $111,297-81.8% | $86,799-76.7% |
| Participation rate | 95.9% | 81.0%+14.9pp | 77.3%+18.6pp | 72.3%+23.6pp |
| Annual return | 14.97% | 500.80%-485.8pp | 54.65%-39.7pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,661 | $2,246-26.0% | $2,731-39.2% | $2,405-30.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $53 | $255-79.2% | $7,964-99.3% | $170-68.6% |