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 | $4,026 |
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 | $40,567 | $26,549+52.8% | $61,373-33.9% | $66,914-39.4% |
| Participation rate | 36.4% | 38.1%-1.7pp | 52.6%-16.2pp | 69.8%-33.4pp |
| Annual return | -5.26% | -16.21%+11.0pp | 338.61%-343.9pp | 1.58%-6.8pp |
| Employer contribution / active EE | $1,328 | $651+103.8% | $1,159+14.5% | $2,544-47.8% |
| Participant deferral / active EE | $3,216 | $1,338+140.4% | $2,125+51.4% | $4,237-24.1% |
| Admin fee / account holder | $23 | $409-94.5% | $2,130-98.9% | $593-96.2% |