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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $97,457 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $30,451 |
ADP BROKER-DEALER10+ 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,780 | $44,897-73.8% | $85,009-86.1% | $199,768-94.1% |
| Participation rate | 12.8% | 45.7%-32.9pp | 67.5%-54.7pp | 72.0%-59.2pp |
| Annual return | 13.54% | 20.96%-7.4pp | 66.47%-52.9pp | 34.26%-20.7pp |
| Employer contribution / active EE | $2 | $1,365-99.8% | $2,728-99.9% | $3,037-99.9% |
| Participant deferral / active EE | $408 | $2,668-84.7% | $4,522-91.0% | $5,090-92.0% |
| Admin fee / account holder | $170 | $584-70.9% | $6,153-97.2% | $269-36.8% |