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 6-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-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,876 |
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 | $23,025 | $39,019-41.0% | $80,716-71.5% | $85,850-73.2% |
| Participation rate | 25.8% | 41.5%-15.8pp | 54.2%-28.4pp | 69.3%-43.5pp |
| Annual return | 9.44% | 26.27%-16.8pp | 87.28%-77.8pp | 318.53%-309.1pp |
| Employer contribution / active EE | $213 | $722-70.5% | $1,160-81.6% | $2,565-91.7% |
| Participant deferral / active EE | $752 | $1,326-43.2% | $2,146-64.9% | $3,952-81.0% |
| Admin fee / account holder | $237 | $2,431-90.3% | $3,380-93.0% | $6,260-96.2% |