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 10-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 | $7,764 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,513 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,735 | $79,428-41.2% | $106,548-56.1% | $79,386-41.1% |
| Participation rate | 42.9% | 74.1%-31.3pp | 76.1%-33.3pp | 70.7%-27.8pp |
| Annual return | 14.64% | 18.27%-3.6pp | 26.80%-12.2pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,012 | $2,234-54.7% | $2,819-64.1% | $2,427-58.3% |
| Participant deferral / active EE | $1,815 | $3,823-52.5% | $4,398-58.7% | $4,046-55.1% |
| Admin fee / account holder | $334 | $523-36.1% | $7,407-95.5% | $626-46.7% |