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 | $937 |
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 | $27,229 | $80,731-66.3% | $103,374-73.7% | $74,546-63.5% |
| Participation rate | 81.5% | 65.7%+15.9pp | 74.5%+7.0pp | 67.2%+14.3pp |
| Annual return | 11.45% | 27.56%-16.1pp | 24.89%-13.4pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $1,288 | $3,158-59.2% | $3,869-66.7% | $2,624-50.9% |
| Participant deferral / active EE | $1,058 | $3,860-72.6% | $5,058-79.1% | $4,347-75.7% |
| Admin fee / account holder | $85 | $2,369-96.4% | $8,394-99.0% | $1,944-95.6% |