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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,851 |
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 | $25,813 | $106,110-75.7% | $147,005-82.4% | $77,671-66.8% |
| Participation rate | 70.8% | 78.4%-7.6pp | 82.2%-11.3pp | 70.6%+0.3pp |
| Annual return | 22.93% | 56.77%-33.8pp | 418.76%-395.8pp | 31.21%-8.3pp |
| Employer contribution / active EE | $1,817 | $4,065-55.3% | $4,934-63.2% | $2,726-33.4% |
| Participant deferral / active EE | $4,585 | $7,992-42.6% | $8,070-43.2% | $4,648-1.3% |
| Admin fee / account holder | $128 | $338-62.1% | $13,006-99.0% | $430-70.3% |