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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,365 | $45,602-18.1% | $117,472-68.2% | $66,914-44.2% |
| Participation rate | 56.0% | 57.6%-1.6pp | 70.6%-14.6pp | 69.8%-13.8pp |
| Annual return | -23.22% | -16.74%-6.5pp | 29.74%-53.0pp | 1.58%-24.8pp |
| Employer contribution / active EE | $1,985 | $1,579+25.7% | $4,176-52.5% | $2,544-22.0% |
| Participant deferral / active EE | $2,820 | $2,845-0.9% | $4,070-30.7% | $4,237-33.4% |
| Admin fee / account holder | $17 | $661-97.4% | $5,645-99.7% | $593-97.1% |