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 | $41,575 |
ADP BROKER-DEALER4 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.
Employer contribution per participant 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 | $104,634 | $70,879+47.6% | $189,557-44.8% | $79,386+31.8% |
| Participation rate | 67.5% | 68.0%-0.4pp | 78.4%-10.9pp | 70.7%-3.2pp |
| Annual return | 20.38% | 20.70%-0.3pp | 64.17%-43.8pp | 116.85%-96.5pp |
| Employer contribution / active EE | $17 | $1,806-99.0% | $4,412-99.6% | $2,427-99.3% |
| Participant deferral / active EE | $3,145 | $4,081-22.9% | $6,174-49.1% | $4,046-22.3% |
| Admin fee / account holder | $200 | $647-69.1% | $9,807-98.0% | $626-68.1% |