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 | $89,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,919 | $61,272-20.2% | $149,673-67.3% | $71,457-31.5% |
| Participation rate | 66.1% | 62.5%+3.6pp | 78.8%-12.7pp | 67.9%-1.8pp |
| Annual return | 24.95% | 35.85%-10.9pp | 134.42%-109.5pp | 28.85%-3.9pp |
| Employer contribution / active EE | $2,645 | $2,378+11.2% | $4,818-45.1% | $2,588+2.2% |
| Participant deferral / active EE | $4,787 | $2,917+64.1% | $5,680-15.7% | $4,289+11.6% |
| Admin fee / account holder | $214 | $1,261-83.0% | $13,210-98.4% | $1,587-86.5% |