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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,051 |
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 | $83,256 | $50,982+63.3% | $154,803-46.2% | $85,563-2.7% |
| Participation rate | 60.3% | 59.8%+0.5pp | 78.1%-17.8pp | 66.0%-5.7pp |
| Annual return | 20.39% | 30.35%-10.0pp | 58.88%-38.5pp | 31.51%-11.1pp |
| Employer contribution / active EE | $2,848 | $1,708+66.7% | $4,305-33.9% | $2,654+7.3% |
| Participant deferral / active EE | $4,962 | $2,474+100.6% | $5,540-10.4% | $4,375+13.4% |
| Admin fee / account holder | $223 | $846-73.6% | $14,329-98.4% | $834-73.3% |