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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $23,341 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,474 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $29,216 | $89,436-67.3% | $164,813-82.3% | $77,643-62.4% |
| Participation rate | 95.5% | 78.6%+16.9pp | 78.6%+16.9pp | 70.6%+25.0pp |
| Annual return | 12.61% | 28.83%-16.2pp | 69.93%-57.3pp | 31.24%-18.6pp |
| Employer contribution / active EE | $637 | $2,569-75.2% | $4,341-85.3% | $2,726-76.6% |
| Participant deferral / active EE | $3,441 | $4,897-29.7% | $6,031-43.0% | $4,647-26.0% |
| Admin fee / account holder | $84 | $339-75.3% | $12,690-99.3% | $430-80.5% |