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 | $12,394 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $11,193 | $86,655-87.1% | $119,609-90.6% | $66,914-83.3% |
| Participation rate | 88.9% | 75.6%+13.3pp | 79.3%+9.6pp | 69.8%+19.1pp |
| Annual return | -17.91% | -8.00%-9.9pp | -14.97%-2.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,166 | $4,358-50.3% | $5,602-61.3% | $4,237-48.9% |
| Admin fee / account holder | $84 | $755-88.8% | $10,323-99.2% | $593-85.8% |