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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,826 | $62,928-95.5% | $172,739-98.4% | $67,579-95.8% |
| Participation rate | 48.2% | 64.5%-16.3pp | 82.6%-34.5pp | 71.3%-23.1pp |
| Annual return | 31.84% | 30.36%+1.5pp | 802.84%-771.0pp | 378.56%-346.7pp |
| Employer contribution / active EE | $193 | $1,636-88.2% | $5,143-96.2% | $2,148-91.0% |
| Participant deferral / active EE | $953 | $2,145-55.6% | $5,198-81.7% | $3,539-73.1% |
| Admin fee / account holder | $12 | $167-93.0% | $13,954-99.9% | $142-91.8% |