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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,304 |
ADP BROKER-DEALER6 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,326 | $81,625-45.7% | $167,512-73.5% | $74,304-40.3% |
| Participation rate | 63.3% | 60.0%+3.2pp | 77.1%-13.8pp | 60.3%+2.9pp |
| Annual return | 19.54% | 26.09%-6.6pp | 1615.79%-1596.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,161 | $2,010-42.2% | $3,882-70.1% | $2,241-48.2% |
| Participant deferral / active EE | $2,420 | $4,115-41.2% | $6,405-62.2% | $3,767-35.8% |
| Admin fee / account holder | $168 | $3,474-95.2% | $9,769-98.3% | $2,969-94.3% |