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 | $15,587 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $13,708 |
ADP BROKER-DEALER2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,563 | $86,655-46.3% | $119,609-61.1% | $66,914-30.4% |
| Participation rate | 68.8% | 75.6%-6.8pp | 79.3%-10.5pp | 69.8%-1.0pp |
| Annual return | -18.39% | -8.00%-10.4pp | -14.97%-3.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,186 | $2,536-53.2% | $4,232-72.0% | $2,544-53.4% |
| Participant deferral / active EE | $2,122 | $4,358-51.3% | $5,602-62.1% | $4,237-49.9% |
| Admin fee / account holder | $312 | $755-58.7% | $10,323-97.0% | $593-47.5% |