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 | $19,558 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $160,586 | $84,936+89.1% | $111,297+44.3% | $79,386+102.3% |
| Participation rate | 62.0% | 75.9%-13.9pp | 77.3%-15.3pp | 70.7%-8.7pp |
| Annual return | 13.02% | 17.45%-4.4pp | 54.65%-41.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,588 | $1,979-19.8% | $2,731-41.9% | $2,427-34.6% |
| Participant deferral / active EE | $6,121 | $3,888+57.4% | $4,487+36.4% | $4,046+51.3% |
| Admin fee / account holder | $141 | $537-73.8% | $7,964-98.2% | $626-77.5% |