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 | $33,859 |
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 | $35,193 | $65,061-45.9% | $143,757-75.5% | $66,914-47.4% |
| Participation rate | 66.5% | 65.2%+1.3pp | 80.3%-13.8pp | 69.8%-3.3pp |
| Annual return | -17.76% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $2,625 | $2,361+11.2% | $4,951-47.0% | $2,544+3.2% |
| Participant deferral / active EE | $4,359 | $2,919+49.3% | $5,637-22.7% | $4,237+2.9% |
| Admin fee / account holder | $171 | $502-65.9% | $14,673-98.8% | $593-71.2% |