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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $836 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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 | $13,463 | $86,286-84.4% | $111,297-87.9% | $85,850-84.3% |
| Participation rate | 84.3% | 73.3%+11.0pp | 77.3%+7.0pp | 69.3%+15.0pp |
| Annual return | 11.13% | 19.99%-8.9pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,079 | $3,641-70.4% | $4,487-76.0% | $3,952-72.7% |
| Admin fee / account holder | $4 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |