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 | $2,846 |
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 | $11,206 | $26,549-57.8% | $61,373-81.7% | $66,914-83.3% |
| Participation rate | 16.7% | 38.1%-21.4pp | 52.6%-35.9pp | 69.8%-53.1pp |
| Annual return | -17.46% | -16.21%-1.2pp | 338.61%-356.1pp | 1.58%-19.0pp |
| Employer contribution / active EE | $285 | $651-56.3% | $1,159-75.4% | $2,544-88.8% |
| Participant deferral / active EE | $465 | $1,338-65.3% | $2,125-78.1% | $4,237-89.0% |
| Admin fee / account holder | $108 | $409-73.6% | $2,130-94.9% | $593-81.8% |