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 | $31,924 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $7,667 |
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 | $51,284 | $106,028-51.6% | $146,958-65.1% | $77,643-33.9% |
| Participation rate | 63.5% | 78.4%-14.9pp | 82.2%-18.7pp | 70.6%-7.1pp |
| Annual return | 18.93% | 56.73%-37.8pp | 418.34%-399.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $1,850 | $4,063-54.5% | $4,933-62.5% | $2,726-32.1% |
| Participant deferral / active EE | $6,493 | $7,990-18.7% | $8,070-19.5% | $4,647+39.7% |
| Admin fee / account holder | $120 | $337-64.3% | $12,998-99.1% | $430-72.0% |