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 9-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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,404 |
ADP BROKER-DEALER3 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 | $42,414 | $95,880-55.8% | $107,525-60.6% | $85,563-50.4% |
| Participation rate | 55.4% | 70.1%-14.8pp | 75.1%-19.7pp | 66.0%-10.6pp |
| Annual return | 22.08% | 68.06%-46.0pp | 181.32%-159.2pp | 31.51%-9.4pp |
| Employer contribution / active EE | $3,824 | $3,812+0.3% | $3,754+1.9% | $2,654+44.1% |
| Participant deferral / active EE | $5,947 | $4,201+41.6% | $5,116+16.3% | $4,375+35.9% |
| Admin fee / account holder | $116 | $1,025-88.7% | $8,919-98.7% | $834-86.1% |