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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,063 |
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 | $36,051 | $54,517-33.9% | $75,972-52.5% | $74,495-51.6% |
| Participation rate | 66.1% | 60.3%+5.8pp | 69.1%-2.9pp | 67.2%-1.1pp |
| Annual return | 15.95% | 31.82%-15.9pp | 359.55%-343.6pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,009 | $1,777+13.0% | $2,685-25.2% | $2,623-23.4% |
| Participant deferral / active EE | $3,674 | $3,066+19.9% | $4,255-13.7% | $4,346-15.5% |
| Admin fee / account holder | $173 | $2,229-92.2% | $6,467-97.3% | $1,942-91.1% |