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 8-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 | $22,636 |
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 | $28,148 | $84,784-66.8% | $98,439-71.4% | $74,419-62.2% |
| Participation rate | 72.2% | 81.5%-9.3pp | 75.2%-3.0pp | 70.7%+1.5pp |
| Annual return | 18.04% | 20.59%-2.5pp | 21.16%-3.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,242 | $3,364-63.1% | $3,048-59.3% | $2,637-52.9% |
| Participant deferral / active EE | $2,454 | $5,218-53.0% | $4,738-48.2% | $4,528-45.8% |
| Admin fee / account holder | $100 | $204-51.1% | $8,948-98.9% | $348-71.2% |