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 | $24,406 |
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 | $22,159 | $50,199-55.9% | $70,092-68.4% | $66,914-66.9% |
| Participation rate | 65.0% | 66.3%-1.4pp | 70.5%-5.5pp | 69.8%-4.8pp |
| Annual return | -14.13% | -13.85%-0.3pp | 190.73%-204.9pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,829 | $1,864-1.9% | $2,559-28.5% | $2,544-28.1% |
| Participant deferral / active EE | $1,600 | $3,112-48.6% | $3,849-58.4% | $4,237-62.2% |
| Admin fee / account holder | $141 | $600-76.5% | $6,267-97.7% | $593-76.2% |