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 8-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 | $2,940 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $81,681 | $106,110-23.0% | $147,005-44.4% | $77,671+5.2% |
| Participation rate | 44.4% | 78.4%-33.9pp | 82.2%-37.7pp | 70.6%-26.1pp |
| Annual return | 14.57% | 56.77%-42.2pp | 418.76%-404.2pp | 31.21%-16.6pp |
| Employer contribution / active EE | $1,875 | $4,065-53.9% | $4,934-62.0% | $2,726-31.2% |
| Participant deferral / active EE | $4,309 | $7,992-46.1% | $8,070-46.6% | $4,648-7.3% |
| Admin fee / account holder | $17 | $338-95.0% | $13,006-99.9% | $430-96.1% |