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 | $21,948 |
ADP BROKER-DEALER8+ 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.
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 | $105,166 | $65,435+60.7% | $86,677+21.3% | $66,914+57.2% |
| Participation rate | 65.9% | 75.5%-9.6pp | 76.6%-10.7pp | 69.8%-3.9pp |
| Annual return | -20.08% | -10.89%-9.2pp | 35.91%-56.0pp | 1.58%-21.7pp |
| Employer contribution / active EE | $1,670 | $2,153-22.4% | $2,836-41.1% | $2,544-34.4% |
| Participant deferral / active EE | $5,948 | $4,100+45.1% | $4,656+27.8% | $4,237+40.4% |
| Admin fee / account holder | $132 | $642-79.4% | $7,493-98.2% | $593-77.7% |