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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $231,289 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,556 | $122,693-63.7% | $184,203-75.8% | $199,593-77.7% |
| Participation rate | 57.0% | 86.8%-29.8pp | 86.8%-29.8pp | 72.0%-14.9pp |
| Annual return | 21.34% | 143.91%-122.6pp | 28.81%-7.5pp | 34.25%-12.9pp |
| Employer contribution / active EE | $314 | $4,584-93.1% | $6,427-95.1% | $3,034-89.6% |
| Participant deferral / active EE | $4,424 | $7,990-44.6% | $9,131-51.6% | $5,087-13.0% |
| Admin fee / account holder | $69 | $121-42.4% | $13,901-99.5% | $269-74.2% |