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 | $17,917 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $35,956 | $55,441-35.1% | $76,002-52.7% | $77,671-53.7% |
| Participation rate | 33.7% | 63.6%-29.9pp | 69.1%-35.4pp | 70.6%-36.9pp |
| Annual return | 13.89% | 17.08%-3.2pp | 360.07%-346.2pp | 31.21%-17.3pp |
| Employer contribution / active EE | $227 | $1,789-87.3% | $2,688-91.6% | $2,726-91.7% |
| Participant deferral / active EE | $1,667 | $3,451-51.7% | $4,257-60.8% | $4,648-64.1% |
| Admin fee / account holder | $68 | $407-83.3% | $6,414-98.9% | $430-84.2% |