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 9-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 | $2,949 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $13,908 | $46,292-70.0% | $143,757-90.3% | $64,808-78.5% |
| Participation rate | 43.9% | 64.2%-20.4pp | 80.3%-36.4pp | 71.5%-27.6pp |
| Annual return | -16.65% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,452 | $2,646-45.1% | $5,637-74.2% | $4,310-66.3% |
| Admin fee / account holder | $17 | $154-89.2% | $14,673-99.9% | $188-91.1% |