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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $824 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $115,745 | $62,573+85.0% | $85,682+35.1% | $85,850+34.8% |
| Participation rate | 51.4% | 61.1%-9.8pp | 69.9%-18.5pp | 69.3%-18.0pp |
| Annual return | 12.17% | 23.77%-11.6pp | 21.49%-9.3pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,272 | $1,757-27.6% | $2,618-51.4% | $2,565-50.4% |
| Participant deferral / active EE | $2,399 | $2,802-14.4% | $3,923-38.8% | $3,952-39.3% |
| Admin fee / account holder | $285 | $4,640-93.9% | $6,873-95.9% | $6,260-95.4% |