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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $47,599 | $62,409-23.7% | $120,368-60.5% | $74,546-36.1% |
| Participation rate | 43.5% | 56.8%-13.2pp | 71.9%-28.4pp | 67.2%-23.7pp |
| Annual return | 10.68% | 18.62%-7.9pp | 107.26%-96.6pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $1,071 | $1,847-42.0% | $3,465-69.1% | $2,624-59.2% |
| Participant deferral / active EE | $1,904 | $2,888-34.1% | $4,991-61.9% | $4,347-56.2% |
| Admin fee / account holder | $218 | $2,394-90.9% | $9,429-97.7% | $1,944-88.8% |