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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,732 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $8,799 |
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 | $46,331 | $71,516-35.2% | $98,439-52.9% | $71,457-35.2% |
| Participation rate | 65.9% | 72.7%-6.8pp | 75.2%-9.3pp | 67.9%-2.0pp |
| Annual return | 19.15% | 32.41%-13.3pp | 21.16%-2.0pp | 28.85%-9.7pp |
| Employer contribution / active EE | $687 | $2,399-71.4% | $3,048-77.5% | $2,588-73.5% |
| Participant deferral / active EE | $2,222 | $4,109-45.9% | $4,738-53.1% | $4,289-48.2% |
| Admin fee / account holder | $156 | $1,675-90.7% | $8,948-98.3% | $1,587-90.2% |