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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,640 |
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 | $34,045 | $88,890-61.7% | $102,423-66.8% | $77,643-56.2% |
| Participation rate | 83.9% | 80.9%+3.0pp | 76.5%+7.4pp | 70.6%+13.3pp |
| Annual return | 17.96% | 24.98%-7.0pp | 29.32%-11.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $1,841 | $2,698-31.8% | $3,023-39.1% | $2,726-32.5% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $91 | $235-61.5% | $9,451-99.0% | $430-78.9% |