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 4-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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $56,821 |
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 | $11,015 | $81,908-86.6% | $90,749-87.9% | $64,808-83.0% |
| Participation rate | 94.9% | 80.5%+14.4pp | 75.7%+19.2pp | 71.5%+23.4pp |
| Annual return | 59.46% | -12.53%+72.0pp | -12.16%+71.6pp | 32.82%+26.6pp |
| Employer contribution / active EE | $2,298 | $3,065-25.0% | $2,921-21.3% | $2,506-8.3% |
| Participant deferral / active EE | $3,274 | $4,840-32.4% | $4,564-28.3% | $4,310-24.0% |
| Admin fee / account holder | $92 | $157-41.4% | $8,445-98.9% | $188-51.0% |