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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,999 |
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 | $20,749 | $99,078-79.1% | $96,544-78.5% | $74,419-72.1% |
| Participation rate | 96.5% | 80.7%+15.9pp | 76.0%+20.6pp | 70.7%+25.8pp |
| Annual return | 20.63% | 22.48%-1.9pp | 25.84%-5.2pp | 34.38%-13.8pp |
| Employer contribution / active EE | $1,884 | $2,570-26.7% | $2,965-36.5% | $2,637-28.6% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $75 | $225-66.8% | $8,252-99.1% | $348-78.6% |