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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,413 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,335 | $47,126-29.3% | $149,673-77.7% | $74,419-55.2% |
| Participation rate | 96.5% | 63.4%+33.1pp | 78.8%+17.7pp | 70.7%+25.8pp |
| Annual return | 12.16% | 22.75%-10.6pp | 134.42%-122.3pp | 34.38%-22.2pp |
| Employer contribution / active EE | $1,633 | $1,905-14.3% | $4,818-66.1% | $2,637-38.1% |
| Participant deferral / active EE | $4,952 | $2,728+81.5% | $5,680-12.8% | $4,528+9.4% |
| Admin fee / account holder | $16 | $343-95.4% | $13,210-99.9% | $348-95.4% |