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 | $16,791 |
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 | $43,306 | $46,674-7.2% | $117,472-63.1% | $68,494-36.8% |
| Participation rate | 80.4% | 56.8%+23.7pp | 70.6%+9.8pp | 67.9%+12.5pp |
| Annual return | -19.44% | -14.52%-4.9pp | 29.74%-49.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,160 | $1,505-22.9% | $4,176-72.2% | $2,596-55.3% |
| Participant deferral / active EE | $3,519 | $2,636+33.5% | $4,070-13.5% | $4,027-12.6% |
| Admin fee / account holder | $173 | $4,020-95.7% | $5,645-96.9% | $5,403-96.8% |