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 | $39,589 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ADP BROKER-DEALER8+ years Service code 59 | 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 | $110,164 | $42,353+160.1% | $79,550+38.5% | $64,808+70.0% |
| Participation rate | 37.7% | 64.8%-27.0pp | 69.5%-31.8pp | 71.5%-33.7pp |
| Annual return | -15.68% | -12.24%-3.4pp | 0.16%-15.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,339 | $1,181+98.1% | $2,413-3.1% | $2,506-6.7% |
| Participant deferral / active EE | $4,927 | $3,170+55.4% | $3,985+23.6% | $4,310+14.3% |
| Admin fee / account holder | $168 | $160+5.1% | $6,832-97.5% | $188-10.7% |