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 | $67,440 |
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 | $16,138 | $72,254-77.7% | $86,677-81.4% | $64,808-75.1% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.6%+16.8pp | 71.5%+21.9pp |
| Annual return | -19.99% | 392.42%-412.4pp | 35.91%-55.9pp | 32.82%-52.8pp |
| Employer contribution / active EE | $1,766 | $2,393-26.2% | $2,836-37.7% | $2,506-29.5% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $85 | $174-51.0% | $7,493-98.9% | $188-54.7% |