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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,267 |
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 | $9,025 | $81,248-88.9% | $155,509-94.2% | $80,856-88.8% |
| Participation rate | 83.9% | 66.2%+17.7pp | 78.2%+5.7pp | 67.6%+16.3pp |
| Annual return | 12.82% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,190 | $3,452-7.6% | $5,626-43.3% | $4,296-25.8% |
| Admin fee / account holder | $175 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |