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 | $116,642 |
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 | $22,525 | $53,165-57.6% | $86,188-73.9% | $74,419-69.7% |
| Participation rate | 88.8% | 64.9%+23.9pp | 69.0%+19.8pp | 70.7%+18.0pp |
| Annual return | 16.71% | 22.64%-5.9pp | 1168.45%-1151.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $695 | $1,210-42.5% | $2,380-70.8% | $2,637-73.6% |
| Participant deferral / active EE | $3,460 | $3,234+7.0% | $3,985-13.2% | $4,528-23.6% |
| Admin fee / account holder | $171 | $551-69.0% | $6,852-97.5% | $348-50.9% |