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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,497 | $72,770-67.7% | $67,652-65.3% | $55,191-57.4% |
| Participation rate | 62.3% | 78.8%-16.5pp | 75.7%-13.3pp | 69.2%-6.8pp |
| Annual return | 9.97% | -3.26%+13.2pp | 6625.04%-6615.1pp | 10.78%-0.8pp |
| Employer contribution / active EE | $828 | $1,769-53.2% | $2,266-63.5% | $1,899-56.4% |
| Participant deferral / active EE | $1,470 | $3,408-56.9% | $3,560-58.7% | $3,046-51.7% |
| Admin fee / account holder | $78 | $79-0.7% | $4,821-98.4% | $91-13.8% |