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 | $7,218 |
ADP BROKER-DEALER9 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 | $50,995 | $44,984+13.4% | $85,009-40.0% | $74,546-31.6% |
| Participation rate | 57.3% | 49.4%+8.0pp | 67.5%-10.2pp | 67.2%-9.9pp |
| Annual return | 18.20% | 26.25%-8.1pp | 66.47%-48.3pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $1,902 | $1,458+30.4% | $2,728-30.3% | $2,624-27.5% |
| Participant deferral / active EE | $3,910 | $2,733+43.1% | $4,522-13.5% | $4,347-10.1% |
| Admin fee / account holder | $40 | $2,208-98.2% | $6,153-99.3% | $1,944-97.9% |