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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,834 | $80,753-1.1% | $136,294-41.4% | $62,292+28.2% |
| Participation rate | 68.2% | 73.5%-5.4pp | 81.9%-13.7pp | 69.5%-1.3pp |
| Annual return | 15.13% | 35.83%-20.7pp | 5155.94%-5140.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,243 | $2,884-22.2% | $4,695-52.2% | $2,042+9.8% |
| Participant deferral / active EE | $4,317 | $5,164-16.4% | $6,247-30.9% | $3,169+36.2% |
| Admin fee / account holder | $67 | $525-87.2% | $9,243-99.3% | $479-85.9% |