Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $30,907 |
ADP BROKER-DEALER5 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,591 | $73,397-44.7% | $178,014-77.2% | $74,546-45.5% |
| Participation rate | 62.7% | 66.6%-3.9pp | 77.1%-14.4pp | 67.2%-4.5pp |
| Annual return | 12.41% | 17.49%-5.1pp | 294.80%-282.4pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,142 | $2,217-48.5% | $3,950-71.1% | $2,624-56.5% |
| Participant deferral / active EE | $2,257 | $4,512-50.0% | $6,276-64.0% | $4,347-48.1% |
| Admin fee / account holder | $162 | $1,809-91.1% | $10,362-98.4% | $1,944-91.7% |