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 10-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 | $8,140 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $29,339 | $95,274-69.2% | $135,903-78.4% | $74,419-60.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 81.9%-6.9pp | 70.7%+4.3pp |
| Annual return | 17.40% | 32.77%-15.4pp | 68.23%-50.8pp | 34.38%-17.0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $12,015 | $7,782+54.4% | $7,758+54.9% | $4,528+165.3% |
| Admin fee / account holder | $18 | $266-93.1% | $10,762-99.8% | $348-94.7% |