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 | $1,310 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $66,625 | $84,487-21.1% | $125,339-46.8% | $66,914-0.4% |
| Participation rate | 55.8% | 76.4%-20.7pp | 82.4%-26.6pp | 69.8%-14.1pp |
| Annual return | -16.48% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,995 | $3,553-15.7% | $4,814-37.8% | $2,544+17.7% |
| Participant deferral / active EE | $6,009 | $6,781-11.4% | $7,446-19.3% | $4,237+41.8% |
| Admin fee / account holder | $11 | $685-98.3% | $10,010-99.9% | $593-98.1% |