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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,294 |
ADP BROKER-DEALER8+ 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 | $43,436 | $71,142-38.9% | $119,609-63.7% | $64,808-33.0% |
| Participation rate | 53.3% | 78.6%-25.3pp | 79.3%-25.9pp | 71.5%-18.1pp |
| Annual return | -13.71% | -10.01%-3.7pp | -14.97%+1.3pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,101 | $2,497-55.9% | $4,232-74.0% | $2,506-56.1% |
| Participant deferral / active EE | $3,264 | $4,490-27.3% | $5,602-41.7% | $4,310-24.3% |
| Admin fee / account holder | $19 | $162-88.2% | $10,323-99.8% | $188-89.8% |