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 7-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 | $17,896 |
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 | $26,297 | $72,607-63.8% | $90,749-71.0% | $66,914-60.7% |
| Participation rate | 56.2% | 73.7%-17.5pp | 75.7%-19.5pp | 69.8%-13.6pp |
| Annual return | -16.58% | -12.28%-4.3pp | -12.16%-4.4pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,518 | $2,369-35.9% | $2,921-48.0% | $2,544-40.3% |
| Participant deferral / active EE | $3,194 | $3,977-19.7% | $4,564-30.0% | $4,237-24.6% |
| Admin fee / account holder | $141 | $707-80.1% | $8,445-98.3% | $593-76.2% |