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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,611 |
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 | $66,641 | $50,815+31.1% | $155,509-57.1% | $77,643-14.2% |
| Participation rate | 53.4% | 63.1%-9.7pp | 78.2%-24.8pp | 70.6%-17.1pp |
| Annual return | 24.63% | 34.80%-10.2pp | 64.67%-40.0pp | 31.24%-6.6pp |
| Employer contribution / active EE | $2,555 | $1,993+28.2% | $4,672-45.3% | $2,726-6.3% |
| Participant deferral / active EE | $4,511 | $2,822+59.8% | $5,626-19.8% | $4,647-2.9% |
| Admin fee / account holder | $220 | $437-49.7% | $15,912-98.6% | $430-48.9% |