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 8-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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,080 | $31,679-68.2% | $74,701-86.5% | $65,185-84.5% |
| Participation rate | 15.0% | 40.4%-25.3pp | 54.5%-39.4pp | 70.2%-55.2pp |
| Annual return | 45.72% | 39.04%+6.7pp | 752.92%-707.2pp | 29.38%+16.3pp |
| Employer contribution / active EE | $198 | $566-65.1% | $1,084-81.8% | $2,177-90.9% |
| Participant deferral / active EE | $535 | $1,191-55.1% | $1,964-72.8% | $3,514-84.8% |
| Admin fee / account holder | $41 | $379-89.2% | $3,333-98.8% | $847-95.2% |