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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $624 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $3,313 | $81,900-96.0% | $119,609-97.2% | $68,494-95.2% |
| Participation rate | 85.5% | 71.9%+13.6pp | 79.3%+6.2pp | 67.9%+17.6pp |
| Annual return | -22.38% | -23.82%+1.4pp | -14.97%-7.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,448 | $4,148-41.0% | $5,602-56.3% | $4,027-39.2% |
| Admin fee / account holder | $11 | $6,582-99.8% | $10,323-99.9% | $5,403-99.8% |