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 7-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 | $1,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,264 | $44,642-68.0% | $91,220-84.4% | $66,914-78.7% |
| Participation rate | 34.8% | 64.9%-30.1pp | 73.2%-38.4pp | 69.8%-35.0pp |
| Annual return | -15.38% | -12.29%-3.1pp | 114.01%-129.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $820 | $1,706-51.9% | $2,850-71.2% | $2,544-67.8% |
| Participant deferral / active EE | $1,762 | $3,349-47.4% | $4,234-58.4% | $4,237-58.4% |
| Admin fee / account holder | $13 | $521-97.4% | $5,420-99.8% | $593-97.7% |