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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,550 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,450 | $49,451-52.6% | $79,550-70.5% | $66,914-65.0% |
| Participation rate | 40.8% | 61.3%-20.5pp | 69.5%-28.6pp | 69.8%-29.0pp |
| Annual return | -19.15% | 84.25%-103.4pp | 0.16%-19.3pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,488 | $1,266+17.6% | $2,413-38.3% | $2,544-41.5% |
| Participant deferral / active EE | $3,017 | $3,159-4.5% | $3,985-24.3% | $4,237-28.8% |
| Admin fee / account holder | $17 | $595-97.2% | $6,832-99.8% | $593-97.2% |