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 | $77,503-2.7% | $100,391-24.9% | $80,856-6.8% |
| Participation rate | 68.5% | 76.9%-8.5pp | 81.5%-13.0pp | 67.6%+0.8pp |
| Annual return | 16.65% | 37.20%-20.5pp | 49.20%-32.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,665 | $6,820+129.7% | $8,082+93.8% | $4,296+264.7% |
| Admin fee / account holder | $10 | $5,897-99.8% | $7,899-99.9% | $6,918-99.9% |