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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,172 |
ADP BROKER-DEALER6 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 | $78,849 | $91,407-13.7% | $135,903-42.0% | $71,457+10.3% |
| Participation rate | 60.3% | 75.7%-15.3pp | 81.9%-21.6pp | 67.9%-7.6pp |
| Annual return | 17.89% | 29.90%-12.0pp | 68.23%-50.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,407 | $3,703-8.0% | $4,856-29.8% | $2,588+31.7% |
| Participant deferral / active EE | $7,082 | $7,092-0.1% | $7,758-8.7% | $4,289+65.1% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,762-99.9% | $1,587-99.4% |