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 | $1,320 |
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 | $35,475 | $35,986-1.4% | $77,482-54.2% | $73,488-51.7% |
| Participation rate | 47.0% | 40.8%+6.2pp | 54.2%-7.2pp | 70.7%-23.7pp |
| Annual return | 13.63% | 19.26%-5.6pp | 54.79%-41.2pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,729 | $557+210.1% | $986+75.2% | $2,270-23.9% |
| Participant deferral / active EE | $4,126 | $1,198+244.5% | $1,861+121.7% | $3,740+10.3% |
| Admin fee / account holder | $84 | $466-81.9% | $2,858-97.0% | $513-83.6% |