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 6-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,717 |
Employer 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 | $20,632 | $129,095-84.0% | $184,200-88.8% | $77,671-73.4% |
| Participation rate | 86.1% | 87.3%-1.2pp | 86.8%-0.7pp | 70.6%+15.5pp |
| Annual return | 20.55% | 33.29%-12.7pp | 28.80%-8.2pp | 31.21%-10.7pp |
| Employer contribution / active EE | $614 | $4,410-86.1% | $6,424-90.4% | $2,726-77.5% |
| Participant deferral / active EE | $4,864 | $7,300-33.4% | $9,132-46.7% | $4,648+4.7% |
| Admin fee / account holder | $44 | $256-82.9% | $13,907-99.7% | $430-89.8% |