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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $565 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,642 | $42,548-58.5% | $74,550-76.3% | $56,287-68.7% |
| Participation rate | 93.7% | 60.5%+33.2pp | 69.1%+24.6pp | 69.9%+23.9pp |
| Annual return | -5.70% | 12.40%-18.1pp | 32.53%-38.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $932 | $855+9.0% | $1,961-52.5% | $2,111-55.8% |
| Participant deferral / active EE | $2,861 | $2,277+25.6% | $3,108-8.0% | $3,350-14.6% |
| Admin fee / account holder | $77 | $467-83.5% | $5,060-98.5% | $521-85.2% |