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 | $40,084 |
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 | $63,446 | $58,264+8.9% | $86,612-26.7% | $71,457-11.2% |
| Participation rate | 59.0% | 65.0%-6.0pp | 71.7%-12.7pp | 67.9%-8.9pp |
| Annual return | 24.00% | 21.63%+2.4pp | 591.07%-567.1pp | 28.85%-4.8pp |
| Employer contribution / active EE | $2,152 | $2,574-16.4% | $3,022-28.8% | $2,588-16.8% |
| Participant deferral / active EE | $10,454 | $3,436+204.2% | $4,438+135.6% | $4,289+143.8% |
| Admin fee / account holder | $236 | $1,057-77.7% | $5,614-95.8% | $1,587-85.1% |