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 9-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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,262 |
ADP BROKER-DEALER9+ years Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,998 | $42,886-37.0% | $88,946-69.6% | $85,563-68.4% |
| Participation rate | 30.4% | 37.9%-7.5pp | 68.8%-38.4pp | 66.0%-35.5pp |
| Annual return | 17.26% | 44.56%-27.3pp | 57.82%-40.6pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,123 | $1,147-2.1% | $2,555-56.0% | $2,654-57.7% |
| Participant deferral / active EE | $2,676 | $2,108+27.0% | $4,581-41.6% | $4,375-38.8% |
| Admin fee / account holder | $24 | $2,263-99.0% | $8,261-99.7% | $834-97.2% |