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 5-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 | $3,940 |
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 | $87,252 | $119,446-27.0% | $150,045-41.8% | $85,563+2.0% |
| Participation rate | 65.8% | 75.4%-9.6pp | 82.3%-16.5pp | 66.0%-0.2pp |
| Annual return | 24.80% | 23.72%+1.1pp | 62.55%-37.8pp | 31.51%-6.7pp |
| Employer contribution / active EE | $2,332 | $4,078-42.8% | $4,693-50.3% | $2,654-12.1% |
| Participant deferral / active EE | $11,537 | $7,985+44.5% | $7,997+44.3% | $4,375+163.7% |
| Admin fee / account holder | $14 | $548-97.4% | $13,435-99.9% | $834-98.3% |