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 7-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,421 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,953 | $62,928-90.5% | $172,739-96.6% | $67,579-91.2% |
| Participation rate | 77.8% | 64.5%+13.4pp | 82.6%-4.8pp | 71.3%+6.5pp |
| Annual return | 45.49% | 30.36%+15.1pp | 802.84%-757.4pp | 378.56%-333.1pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,033 | $2,145-5.2% | $5,198-60.9% | $3,539-42.5% |
| Admin fee / account holder | $47 | $167-72.0% | $13,954-99.7% | $142-67.2% |