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 | $64,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,623 | $89,588-66.9% | $136,007-78.2% | $77,671-61.9% |
| Participation rate | 52.7% | 74.3%-21.6pp | 76.5%-23.8pp | 70.6%-17.9pp |
| Annual return | 15.60% | 17.42%-1.8pp | 579.32%-563.7pp | 31.21%-15.6pp |
| Employer contribution / active EE | $1,532 | $3,491-56.1% | $4,215-63.6% | $2,726-43.8% |
| Participant deferral / active EE | $3,737 | $5,591-33.2% | $7,024-46.8% | $4,648-19.6% |
| Admin fee / account holder | $191 | $539-64.6% | $6,858-97.2% | $430-55.7% |