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 | $11,575 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $7,644 |
ADP BROKER-DEALER7+ 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 | $37,679 | $79,428-52.6% | $106,548-64.6% | $79,386-52.5% |
| Participation rate | 67.6% | 74.1%-6.5pp | 76.1%-8.5pp | 70.7%-3.1pp |
| Annual return | 15.97% | 18.27%-2.3pp | 26.80%-10.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $676 | $2,234-69.7% | $2,819-76.0% | $2,427-72.1% |
| Participant deferral / active EE | $2,311 | $3,823-39.5% | $4,398-47.5% | $4,046-42.9% |
| Admin fee / account holder | $119 | $523-77.3% | $7,407-98.4% | $626-81.1% |