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-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,204 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $18,455 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant 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 | $18,576 | $96,018-80.7% | $65,493-71.6% | $85,563-78.3% |
| Participation rate | 90.8% | 74.8%+16.0pp | 73.1%+17.7pp | 66.0%+24.8pp |
| Annual return | 18.25% | 14.51%+3.7pp | 982.45%-964.2pp | 31.51%-13.3pp |
| Employer contribution / active EE | $986 | $3,235-69.5% | $2,574-61.7% | $2,654-62.8% |
| Participant deferral / active EE | $1,554 | $4,055-61.7% | $3,961-60.8% | $4,375-64.5% |
| Admin fee / account holder | $91 | $271-66.5% | $5,028-98.2% | $834-89.1% |