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 | $7,114 |
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 | $16,391 | $39,948-59.0% | $89,391-81.7% | $73,409-77.7% |
| Participation rate | 56.2% | 50.4%+5.7pp | 68.0%-11.8pp | 72.2%-16.0pp |
| Annual return | 13.64% | 50.12%-36.5pp | 245.62%-232.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $582 | $1,200-51.5% | $2,586-77.5% | $2,234-74.0% |
| Participant deferral / active EE | $1,734 | $2,193-20.9% | $3,890-55.4% | $3,805-54.4% |
| Admin fee / account holder | $40 | $134-70.6% | $4,881-99.2% | $158-75.0% |