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 | $94,449 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,386 | $82,202-53.3% | $125,339-69.4% | $64,808-40.8% |
| Participation rate | 69.6% | 77.9%-8.3pp | 82.4%-12.8pp | 71.5%-1.9pp |
| Annual return | -12.75% | 3.48%-16.2pp | 572.05%-584.8pp | 32.82%-45.6pp |
| Employer contribution / active EE | $1,529 | $3,615-57.7% | $4,814-68.2% | $2,506-39.0% |
| Participant deferral / active EE | $4,210 | $7,175-41.3% | $7,446-43.5% | $4,310-2.3% |
| Admin fee / account holder | $155 | $163-5.1% | $10,010-98.5% | $188-17.5% |