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 | $34,519 |
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 | $48,257 | $51,197-5.7% | $82,719-41.7% | $66,914-27.9% |
| Participation rate | 62.4% | 67.8%-5.4pp | 72.6%-10.1pp | 69.8%-7.4pp |
| Annual return | -4.79% | -9.64%+4.8pp | 701.18%-706.0pp | 1.58%-6.4pp |
| Employer contribution / active EE | $1,996 | $2,611-23.6% | $3,009-33.7% | $2,544-21.6% |
| Participant deferral / active EE | $7,983 | $3,458+130.9% | $4,395+81.6% | $4,237+88.4% |
| Admin fee / account holder | $201 | $416-51.7% | $5,329-96.2% | $593-66.2% |