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 6-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 | $23,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,027 | $100,801-82.1% | $149,696-88.0% | $73,409-75.4% |
| Participation rate | 61.3% | 77.7%-16.4pp | 82.5%-21.2pp | 72.2%-10.9pp |
| Annual return | 27.08% | 265.34%-238.3pp | 276.60%-249.5pp | 59.29%-32.2pp |
| Employer contribution / active EE | $1,423 | $3,312-57.0% | $4,644-69.4% | $2,234-36.3% |
| Participant deferral / active EE | $2,753 | $6,404-57.0% | $6,842-59.8% | $3,805-27.7% |
| Admin fee / account holder | $82 | $181-54.5% | $9,309-99.1% | $158-47.9% |