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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $775 |
ADP BROKER-DEALER5 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.
Participant contribution per participant 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 | $42,823 | $137,414-68.8% | $189,513-77.4% | $85,850-50.1% |
| Participation rate | 50.5% | 84.6%-34.1pp | 87.8%-37.3pp | 69.3%-18.8pp |
| Annual return | 14.06% | 38.14%-24.1pp | 555.15%-541.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,153 | $6,260-65.6% | $8,221-73.8% | $3,952-45.5% |
| Admin fee / account holder | $12 | $8,630-99.9% | $12,045-99.9% | $6,260-99.8% |