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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,575 | $73,004+25.4% | $90,749+0.9% | $68,494+33.7% |
| Participation rate | 55.1% | 70.8%-15.8pp | 75.7%-20.6pp | 67.9%-12.8pp |
| Annual return | -20.85% | -13.81%-7.0pp | -12.16%-8.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $745 | $2,193-66.0% | $2,921-74.5% | $2,596-71.3% |
| Participant deferral / active EE | $3,060 | $3,627-15.6% | $4,564-33.0% | $4,027-24.0% |
| Admin fee / account holder | $34 | $5,896-99.4% | $8,445-99.6% | $5,403-99.4% |