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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,044 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $26,161 | $64,119-59.2% | $112,228-76.7% | $66,914-60.9% |
| Participation rate | 88.3% | 68.5%+19.8pp | 75.1%+13.2pp | 69.8%+18.5pp |
| Annual return | 3.12% | -13.81%+16.9pp | 27.45%-24.3pp | 1.58%+1.5pp |
| Employer contribution / active EE | $599 | $3,005-80.1% | $3,635-83.5% | $2,544-76.5% |
| Participant deferral / active EE | $3,090 | $3,693-16.3% | $4,728-34.6% | $4,237-27.1% |
| Admin fee / account holder | $97 | $625-84.5% | $6,410-98.5% | $593-83.7% |