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 | $35,161 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,767 | $44,626-46.7% | $86,188-72.4% | $80,160-70.4% |
| Participation rate | 12.8% | 63.5%-50.8pp | 69.0%-56.2pp | 72.9%-60.2pp |
| Annual return | 26.51% | 19.61%+6.9pp | 1168.45%-1141.9pp | 40.38%-13.9pp |
| Employer contribution / active EE | $344 | $1,099-68.7% | $2,380-85.6% | $2,978-88.5% |
| Participant deferral / active EE | $612 | $2,769-77.9% | $3,985-84.6% | $5,017-87.8% |
| Admin fee / account holder | $68 | $133-48.8% | $6,852-99.0% | $145-53.0% |