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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,305 | $53,901-28.9% | $134,143-71.4% | $73,488-47.9% |
| Participation rate | 61.1% | 62.8%-1.7pp | 72.2%-11.1pp | 70.7%-9.6pp |
| Annual return | 20.49% | 15.82%+4.7pp | 36.33%-15.8pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,455 | $1,458-0.2% | $3,704-60.7% | $2,270-35.9% |
| Participant deferral / active EE | $1,903 | $2,739-30.5% | $3,499-45.6% | $3,740-49.1% |
| Admin fee / account holder | $23 | $581-96.1% | $6,684-99.7% | $513-95.5% |