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 | $61,220 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $77,687 | $86,897-10.6% | $151,611-48.8% | $64,808+19.9% |
| Participation rate | 94.6% | 87.3%+7.3pp | 87.5%+7.1pp | 71.5%+23.1pp |
| Annual return | -18.55% | -3.57%-15.0pp | 3.33%-21.9pp | 32.82%-51.4pp |
| Employer contribution / active EE | $1,803 | $4,010-55.0% | $6,166-70.8% | $2,506-28.1% |
| Participant deferral / active EE | $5,838 | $6,690-12.7% | $8,363-30.2% | $4,310+35.5% |
| Admin fee / account holder | $138 | $153-9.6% | $11,616-98.8% | $188-26.4% |