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 7-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 | $19,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,033 | $72,607-80.7% | $90,749-84.5% | $66,914-79.0% |
| Participation rate | 28.7% | 73.7%-45.0pp | 75.7%-47.0pp | 69.8%-41.1pp |
| Annual return | -16.70% | -12.28%-4.4pp | -12.16%-4.5pp | 1.58%-18.3pp |
| Employer contribution / active EE | $744 | $2,369-68.6% | $2,921-74.5% | $2,544-70.8% |
| Participant deferral / active EE | $1,217 | $3,977-69.4% | $4,564-73.3% | $4,237-71.3% |
| Admin fee / account holder | $311 | $707-56.1% | $8,445-96.3% | $593-47.6% |