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 6-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 | $3,527 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,215 | $84,487-53.6% | $125,339-68.7% | $66,914-41.4% |
| Participation rate | 91.0% | 76.4%+14.6pp | 82.4%+8.6pp | 69.8%+21.2pp |
| Annual return | -19.27% | -8.39%-10.9pp | 572.05%-591.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,758 | $6,781-0.3% | $7,446-9.2% | $4,237+59.5% |
| Admin fee / account holder | $14 | $685-98.0% | $10,010-99.9% | $593-97.7% |