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 10-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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,606 |
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 | $26,892 | $101,499-73.5% | $147,005-81.7% | $74,546-63.9% |
| Participation rate | 87.4% | 75.5%+11.8pp | 82.2%+5.2pp | 67.2%+20.2pp |
| Annual return | 17.79% | 8732.34%-8714.6pp | 418.76%-401.0pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $8,579 | $7,304+17.5% | $8,070+6.3% | $4,347+97.3% |
| Admin fee / account holder | $36 | $1,748-97.9% | $13,006-99.7% | $1,944-98.1% |