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 | $68,519 |
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 | $37,170 | $88,890-58.2% | $102,423-63.7% | $77,643-52.1% |
| Participation rate | 83.1% | 80.9%+2.2pp | 76.5%+6.6pp | 70.6%+12.6pp |
| Annual return | 15.47% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,622 | $2,698-39.9% | $3,023-46.3% | $2,726-40.5% |
| Participant deferral / active EE | $4,986 | $5,145-3.1% | $5,053-1.3% | $4,647+7.3% |
| Admin fee / account holder | $74 | $235-68.4% | $9,451-99.2% | $430-82.7% |