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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,986 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,409 | $53,136-84.2% | $155,509-94.6% | $199,593-95.8% |
| Participation rate | 88.4% | 64.1%+24.4pp | 78.2%+10.2pp | 72.0%+16.5pp |
| Annual return | 19.02% | 41.15%-22.1pp | 64.67%-45.6pp | 34.25%-15.2pp |
| Employer contribution / active EE | $529 | $1,851-71.4% | $4,672-88.7% | $3,034-82.6% |
| Participant deferral / active EE | $3,067 | $3,161-3.0% | $5,626-45.5% | $5,087-39.7% |
| Admin fee / account holder | $31 | $185-83.5% | $15,912-99.8% | $269-88.6% |