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 6-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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,711 |
ADP BROKER-DEALER2 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 | $27,403 | $37,393-26.7% | $77,024-64.4% | $66,914-59.0% |
| Participation rate | 56.3% | 52.9%+3.4pp | 67.9%-11.7pp | 69.8%-13.6pp |
| Annual return | -16.24% | -3.29%-13.0pp | 42.32%-58.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,121 | $1,531-26.8% | $2,812-60.1% | $2,544-55.9% |
| Participant deferral / active EE | $2,791 | $2,617+6.7% | $4,426-36.9% | $4,237-34.1% |
| Admin fee / account holder | $212 | $567-62.5% | $5,425-96.1% | $593-64.2% |