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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,997 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,734 | $60,989-82.4% | $60,874-82.4% | $66,914-84.0% |
| Participation rate | 87.4% | 74.5%+13.0pp | 73.1%+14.3pp | 69.8%+17.6pp |
| Annual return | -16.39% | -9.60%-6.8pp | 16.90%-33.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $252 | $2,661-90.5% | $2,701-90.7% | $2,544-90.1% |
| Participant deferral / active EE | $2,388 | $3,615-33.9% | $3,817-37.4% | $4,237-43.6% |
| Admin fee / account holder | $129 | $338-61.9% | $3,224-96.0% | $593-78.3% |