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 8-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 | $5,722 |
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 | $16,131 | $81,900-80.3% | $119,609-86.5% | $68,494-76.4% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.7pp | 67.9%+29.0pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.97%-1.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $413 | $2,693-84.7% | $4,232-90.2% | $2,596-84.1% |
| Participant deferral / active EE | $2,784 | $4,148-32.9% | $5,602-50.3% | $4,027-30.9% |
| Admin fee / account holder | $125 | $6,582-98.1% | $10,323-98.8% | $5,403-97.7% |