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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,430 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $75,374 | $77,523-2.8% | $100,383-24.9% | $80,874-6.8% |
| Participation rate | 68.5% | 77.0%-8.5pp | 81.5%-13.0pp | 67.6%+0.8pp |
| Annual return | 16.65% | 37.21%-20.6pp | 49.26%-32.6pp | 35.62%-19.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,665 | $6,822+129.6% | $8,086+93.7% | $4,297+264.6% |
| Admin fee / account holder | $10 | $5,899-99.8% | $7,900-99.9% | $6,935-99.9% |