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 8-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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,730 |
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 | $79,131 | $80,724-2.0% | $103,333-23.4% | $74,495+6.2% |
| Participation rate | 66.4% | 65.7%+0.7pp | 74.5%-8.1pp | 67.2%-0.8pp |
| Annual return | 18.39% | 27.56%-9.2pp | 24.88%-6.5pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $3,765 | $3,157+19.3% | $3,868-2.6% | $2,623+43.6% |
| Participant deferral / active EE | $8,374 | $3,860+116.9% | $5,057+65.6% | $4,346+92.7% |
| Admin fee / account holder | $225 | $2,368-90.5% | $8,355-97.3% | $1,942-88.4% |